There is something endlessly enthralling about Batman and his place in the realm of superheroes. Batman has no super-powers. No super-strength, no X-ray vision, no magical abilities. He had to work to build himself into a crime-fighting powerhouse, something relatively unique within a universe of super-powered beings. And despite its elements of fantasy, the story…
Category: REITs
Gamestop, Coronavirus, And A REIT Turnaround: January 2021 Newsletter
Has the market gone mad? Last week a mob of faceless internet warriors pushed an obscure video game retailer into the living room of mainstream America. Along the way they took down a variety of multi-billion-dollar hedge funds and seemed to turn the edifice of Wall Street firmly on its head. Trading was frenzied, emotions…
REIT Recap 2020: What a year!
Like all things, 2020 did not last forever. Its time has come to an end. We now have the opportunity to move forward, cautious, yet optimistic into a brighter-looking 2021. Last year our fund successfully protected, and then grew our client’s capital, setting us apart from Wall Street’s best REIT managers and validating our multi-faceted…
November REIT RECAP: The End Of The Beginning
If you are suffering from feelings of ROMO (regret of missing out), you are in good company. Most REIT investors were not heavily allocated to ANY of the above property types going into last month. And for good reasons! Office REITs continue to suffer from low utilization, Hotel REITs are still mostly empty, and Mall…
A RARE OPPORTUNITY: The 2021-2026 REIT Renaissance
No quote this month, no obscure movie references are seamlessly woven into meta investing commentary, no tricks, no treats, no gimmicks. This month we get straight to the point. This is the most compelling opportunity in REITs I have seen in my career. Period. End of sentence. I can’t allude to it in passing anymore;…