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Real Estate
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 2, 2026 |
Alluvial Capital Management Dave Waters
|
View | Value, Dividends, Buybacks, Phosphate, Paper, Real Estate | CRAW, EAC, FTLF, GTX, IFOS, MBR.L, MDR, NLOP, SLVM, TLN | Buybacks, dividends, Europe, industrials, materials, small caps, Telecommunications, value |
| 2025 Q4 | Feb 10, 2026 |
Easterly – Income Opportunities Fund Jay Menozzi
|
View | AI, Rates, Mortgage, Real Estate | - | CMBS, credit, fixed income, rates, RMBS, Spreads, Structured Notes |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue International Real Estate Value Fund Quentin Velleley
|
View | Value, Real Estate, Self Storage REITs | 8923.T, BYG.L, CTP.AS, GLV.L, HKL.L, LLC.AX, MPNGF, NSR.AX, SVI.TO, TEG.DE, VEST.MX | Asia, discount, international, NAV, Privatization, real estate, Self Storage, value |