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Category: REITs

The Dark Knight and Rising Rates: February 2021 Newsletter

The Dark Knight and Rising Rates: February 2021 Newsletter

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…

March 2, 2021 by Martin Kollmorgen No comment(s) REITs
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Gamestop, Coronavirus, And A REIT Turnaround: January 2021 Newsletter

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…

February 4, 2021 by Martin Kollmorgen No comment(s) REITs
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REIT Recap 2020: What a year!

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…

January 13, 2021 by Martin Kollmorgen No comment(s) REITs
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November REIT RECAP: The End Of The Beginning

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…

December 7, 2020 by Martin Kollmorgen No comment(s) REITs
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A RARE OPPORTUNITY: The 2021-2026 REIT Renaissance

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;…

November 17, 2020 by Martin Kollmorgen No comment(s) REITs
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