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Real Estate
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 31, 2026 |
Doubleline Capital Jeff Mayberry
|
View | Rates, Inflation, Dollar, Trade Policy, Real Estate | - | Commercial real estate, Credit markets, Dollar, Federal Reserve, fixed income, inflation, monetary policy, Treasury |
| 2025 Q4 | Feb 4, 2026 |
Easterly – Global Real Estate Fund Andrew J. Duffy
|
View | Data Centers, Real Estate, Student Housing | 0012.HK, AMT, IRM, PLD, PW.L, UTG.L | Construction, fundamentals, global, interest rates, Property, real estate, REITs, supply |
| 2025 Q4 | Jan 26, 2026 |
ClearBridge Mid Cap Growth Strategy Brian Angerame
|
View | AI, Gaming, Travel, Real Estate | APG, ARE, ARGX, BSY, CHDN, CHWY, CMPO, CPAY, CWST, DKNG, DOCS, DT, EXPE, LNW, PFGC, PTC, RBLX, RESI, TDY, TYL, XPO | AI, dispersion, fundamentals, gaming, mid cap, real estate, stock selection, technology |
| 2025 Q3 | Oct 9, 2025 |
Stone Sentinel Capital Marcel Gozali
|
View | Dividends, Construction, Infrastructure Spending, Real Estate | 0161.HK, 5238.KL | Asia, Construction, dividends, real estate, small caps, value |