An Inflection Point in Residential Real Estate
An Inflection Point in Residential Real Estate The residential real estate industry has undergone significant changes as a result of economic shifts, industry-specific activity, and consumer behavior. We believe there is a disconnect between the market’s perception...REIT Total Return Positioning in a shifting REIT Landscape
REIT Total Return Positioning in a shifting REIT Landscape The REIT Total Return (RTR) portfolio has been running for over 8 years in a rapidly changing macro environment. We believe it is important to maintain a consistent underlying investment philosophy to...REIT Total Return Positioning Heading into the 2nd Half of 2024
REIT Total Return Positioning Heading into the 2nd Half of 2024 As fundamentals and macros are shifting significantly, we want to focus this review primarily on the environment for REITs broadly and for specific REIT sectors. Price movements of individual REITs have...REIT Total Return Portfolio Review Heading into 2Q2024
A shifting macro environment should benefit REITs
We continuously review the positions in the 2nd Market Capital REIT Total Return Portfolio (RTR) to make sure each thesis is up to date and throughout the month we trade out if a new position looks more opportunistic than an existing position.