mREIT Preferreds

mREIT Preferreds

Explore the potential of mREIT preferred stocks amidst changing mortgage spreads and upcoming fixed-to-floating resets. Discover opportunities in this overlooked market segment.

Jan 24, 2023 1 min read
Office REITs

Office REITs

Concerns over the future of Office REITs due to low demand for office space in a hybrid work environment, leading to potential value destruction and challenges for owners in major gateway cities.

Jan 24, 2023 1 min read
Carlyle Group

Carlyle Group

Explore the investment opportunity in Carlyle Group highlighted in this blog post. Discover the reasons behind the new position taken and potential upside for investors.

Jan 24, 2023 2 min read
Growth Regional Banks

Growth Regional Banks

Discover the compelling opportunity in growth regional banks, highlighting missed investor insights and the current low valuations. Explore the potential for strong returns in select regional banks amidst market shifts.

Jan 24, 2023 1 min read

Disclaimer: The discussion of any security is meant solely as an illustration of our investment and thought process and should NOT be considered as a recommendation or suggestion to buy or sell any securities. Before you make any investment, do your own research and talk to your own financial adviser. Information in this report is received from external sources. Therefore, we can make no guarantee as to the completeness or accuracy of the information provided.