Reference Materials


For basic information regarding REITs start here: 

Family office podcast featuring Martin Kollmorgen

REIT Basics – an introduction to the REIT industry by Martin Kollmorgen

Why top asset allocators have 10-20% of their portfolios in REITs – An exploration of E-commerce and rise of data

For REIT strategy and in-depth sector analysis check out the following: 

REIT Strategy I – a breif REIT strategy overview by Martin Kollmorgen

White-Paper: REIT signals flashing Buy – Nov. 2018

Deep-Dive: Coresite (COR): Deconstructing a REIT Juggernaut

Sector Piece: Data Centers and the 2018 Cloud Explosion

Below are some public sources of REIT knowledge: – NAREIT is the REIT industries governing body and offers a wide array of REIT data in a user-friendly format

REITs and Interest Rates podcast with NAREIT’s Calvin Schnure

More on REITs and Rates from NAREIT

For a deeper dive into REIT investment check out this book

For Quant Investing resources: 

A great FT article on Factor Investing

Quantitative Value – an excellent overview of Quant investing and how to employ a value framework.

Quantitative Momentum – another great guide to employing a different quantitative strategy

Black-jack lovers will appreciate the story of one of the original quants – Ed Thorpe