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…
Tag: REITs
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…
Re-thinking Real Estate: Fake News and Distress in the REIT Market
“To know that we know what we know, and to know that we do not know what we do not know, that is true knowledge.” - Nicolaus Copernicus - How many times did you have to read that quote? In between all the knows and the do not knows, there is some beautiful ancient wisdom.…
August REIT Recap: When Will Then Be Now?
Investors are not a patient bunch. We want the next big move in the market, and we want it now. Unless that move goes against our positioning. Then we want time to stop and think…to reassess the environment so that we can get to the right answer. Unfortunately, the market rarely cooperates. As the old…
REIT Opportunity: Preparing For The Next Bull Market
In the following piece, we blend REIT history with financial theory to tackle this difficult topic. The period spanning 2010 to 2016 was a recent period of extended outperformance for REITs relative to other asset classes, with the sector outperforming stocks and bonds for 5 out of 6 years. What propelled the sector higher during…