Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Easterly Global Real Estate Fund remains constructive heading into 2026 despite Q4 underperformance, driven by stabilizing interest rates and historically low construction starts that give landlords of existing high-quality assets strong pricing power.
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Easterly Global Real Estate Fund remains constructive heading into 2026 despite Q4 underperformance, driven by stabilizing interest rates and historically low construction starts that give landlords of existing high-quality assets strong pricing power.
Easterly Global Real Estate Fund generated a -2.90% return in Q3 2025, trailing its benchmark, but remains constructive on the sector due to rate stabilization and low supply. The fund continues to emphasize specialty real estate like data centers and healthcare while steering clear of structural laggards.
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Easterly Global Real Estate Fund generated a -2.90% return in Q3 2025, trailing its benchmark, but remains constructive on the sector due to rate stabilization and low supply. The fund continues to emphasize specialty real estate like data centers and healthcare while steering clear of structural laggards.
