Warden Capital
Hawkins EntrekinMusings on public and private commercial real estate markets.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Subscribers | Read | warcap.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
War Cap Q3 update
Welcome to our Q3 update, where I will discuss the CRE markets and the US economy at a high level. I will dive into CRE asset class specifics in part two. My delay in publishing the Q2 part 2 made me realize I should have been waiting to pu...
War Cap Q2 2024 pt 2
I am publishing this a bit later than intended, and what a difference several weeks make. REITs in general have done quite well, narrowing some of the performance gap with the broader market. Let’s hope the rest of the year is just as stron...
Warden Capital Q2 2024 Update
Welcome to my Q2 update & commentary on the CRE markets. As always - please read our general disclaimer here. This is not investing advice! Do you own research, and consult with a financial advisor.
Warden Capital Q1 2024 letter part 2
Well what a difference a hot CPI report makes… the 10 year is up over ~4.6% today and REITs have been down broadly the last few weeks. As I already covered in part 1 - the REIT market is too focused on inflation.
Authors
The writers behind this newsletter.
Public / private CRE investor & Warden Capital founder. Would rather be in the mountains
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