LEARN ABOUT OUR INVESTING GROUPS

  • Multifamily and Hospitality owns REITs across geographic regions and population densities. Our MF investments consist of REITs that own apartment buildings, condos, and manufactured housing communities while our hospitality investments consist of REITs that own Portfolio Manager assets across the cost spectrum.

  • The Retail and Industrial Group employs a long-only investment approach covering all retail and industrial REITs listed on US exchanges.

  • The Office and Specialty Group invests in large office REITs around the country. Specialty consists of a variety of niche REITs. This group balances classic REIT knowledge and research with opportunities for investing in more unique spaces as well.

  • The Debt Group teaches about the financing of real estate through a combination of debt and equity and the mortgage securitization process. We invest in the common stock and preferred stock of REITs and financial institutions.