How we invest
What Real Estate Do We Want To Own?
Real Estate is cyclical.
Indexes don't get that. We track supply & demand and avoid bad business models (office).
Sector leaders with unfair advantages (tenant pricing power)
Mispriced REITs (vs. private market values) or their preferred shares.
Monitor & Rebalance
If the facts change we adjust accordingly. If not, we're happy to hold compounding machines forever.
27762 Antonio Pkwy L1-534
Ladera Ranch, CA 92694
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