by Dane Bowler | Nov 6, 2024 | Industry News
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 of the asset class and forward fundamentals. ...
by Dane Bowler | Oct 24, 2024 | REIT Total Return Portfolio
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 incorporate nuanced opportunities in an ever-changing market. ...
by Dane Bowler | Jul 15, 2024 | REIT Total Return Portfolio
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 not properly matched fundamental changes making some areas...
by Dane Bowler | Apr 17, 2024 | REIT Total Return Portfolio
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...
by Dane Bowler | Jan 9, 2024 | REIT Total Return Portfolio
Opportunities on the Horizon The start of the new year marks a great time to update our portfolio’s strategy and positions. There are certain aspects of the 2nd Market Capital REIT Total Return Portfolio (RTR) that are unlikely to change as they are rooted in our...
