Warden Capital
Hawkins EntrekinMusings on public and private commercial real estate markets.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 25 | Subscribers | Read | warcap.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
War Cap Q3 update
Dear investors, I am writing to give you our quarterly update on the War Cap fund.
Q2 CRE market commentary
Now that Q2 REIT earnings are wrapped up, I wanted to share some thoughts on the REIT and CRE markets. But first a little general update, as a lot has happened since my last article - if you are only here for the real estate feel free to sk...
Thoughts on recent REIT news
In advance of my Q2 REIT commentary, for which I will wait for Q2 earnings, I did want to put pen to paper on two big pieces of REIT news as relates to my portfolio.
War Cap Q2 update
Apologies for a lack of Q1 – I gave my LPs a brief update but struggled to write a longer letter due to the wild pace of change in Trump’s tariff policies. I would begin writing, then things would change dramatically, and eventually just de...
Authors
The writers behind this newsletter.
Public / private CRE investor & Warden Capital founder. Would rather be in the mountains
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