by Dane Bowler | Oct 7, 2025 | Market Commentary
Americold Gets Cheap Enough to be Interesting Americold’s (COLD) stock price is down 65% in the last 5 years. This sort of move is unusual for a business that is so necessary and stable in the long-term sense of the word. In any short window of time, cold storage...
by Ross Bowler | Sep 19, 2025 | Market Commentary
Market Commentary | September 18, 2025 Resuming the Path to Lower Interest Rates After a seemingly interminable 9-month pause, on September 17th, Jerome Powell’s Central Bank cut the Fed Funds rate by 25 basis points. As real estate is considered one of the most...
by Dane Bowler | Aug 27, 2025 | Market Commentary
Market Commentary | August 24, 2025 Potential Signs of a Value Renaissance Value and growth have bounced cyclically in and out of favor for the entire history of the stock market, often in unpredictable fashion. Outperformance of value or growth over the other varies...
by Ross Bowler | Jul 30, 2025 | Market Commentary
Market Commentary | July 29, 2025 Persistence, Perseverance, and Patience Pay Off Being dedicated REIT investors, we try to cover and analyze every issue in our universe. For City Office REIT (CIO), that has meant a quiet following of the issue since its 2014 IPO....
by Ross Bowler | Jun 23, 2025 | Market Commentary
Market Commentary | June 20, 2025 Navigating Uncertainty On June 18th, we found ourselves in good company. Central Bank Chair Jerome Powell spent much of his Wednesday afternoon news conference reviewing all the things the Fed does not yet know. Primarily, whether...
by Dane Bowler | Jun 23, 2025 | Market Commentary
UMH Properties’ Fundamentals Look Strong UMH Properties (UMH) offers an enticing combination of value and growth. Specifically, it has a greater than 5-year runway of double-digit organic growth, yet it trades at a steep discount to net asset value (NAV). This...
