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our process
How we invest
Superior business models with captive tenants
Sector Selection
Real Estate has good and bad business models. Indexes don't get that. We start by asking what real estate we would love to own forever.
Stock Selection
Then we invest in sector leaders with unfair advantages (tenant pricing power) and low ongoing capital needs
Monitor & Rebalance
If the facts change we adjust accordingly. If not, we're happy to hold compounding machines forever.