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I recently sat down with Dan Joseph, Principal and Chief Investment Officer of Apparent Capital, to discuss the opportunities he is seeing in today’s REIT market.
Apparent Capital
Dan and I first met at REITweek in New York City during a...
A major industry development just strengthened our conviction in this overlooked European REIT. We explain why we're buying more while it's still undervalued.
Painful REIT drawdowns can become big wins when the thesis remains intact and investors think like landlords, not traders.
One beaten-down REIT sector is still hitting lows, but temporary headwinds may be hiding a compelling income opportunity.
AI is reshaping markets, but one overlooked corner could offer income, resilience, and a hedge if the trade turns.
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The writers behind this newsletter.
CEO Leonberg Capital • Write #1 REIT newsletter • I share my thoughts on the latest REIT investment opportunities.
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