Tag: real estate

Real Estate Overview: All About The Cycles

Real Estate Overview: All About The Cycles

Analyzing real estate is all about the cycles. Evaluating real estate investments, including real estate investment trusts (REIT), depends on evaluating three cycles: the economic cycle (primarily jobs), the building cycle, and the interest rate cycle. We believe we are […]

How Fintech Is Reshaping Asset Management

How Fintech Is Reshaping Asset Management

Will venture capital’s bet on millennial-centric online asset management platforms pay off? How are active and alternative investors using technology to gain an edge and generate alpha? PitchBook’s latest fintech analyst report—Part 3: Asset Management—details how a confluence of demographics, […]

U.S. Economy & Dollar Strength

U.S. Economy & Dollar Strength

Davidson and I disagree to an extent on real estate. I think certain sectors are due to fall or flattening (apartments are overbuilt for example) but I see the sector in general having years of growth ahead of it. The […]

Apple grows its real estate holdings

Apple grows its real estate holdings

Apple is widely known for being super-secretive (see this post from Quora, for example). But the price of being a public company means that several times a year, they are required to peel the onion back a bit. At least, […]

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Real Estate: The Newest GICS Sector

Co-CIO Francis Gannon details what investors need to know about Real Estate, the newest GICS sector. Real Estate There’s a new sector in town—Real Estate. (You may have already noticed the new sector mentioned in our recent small-cap market performance […]