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Real Estate
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 15, 2026 |
Chilton Capital Management LLC Bradley J. Eixmann
|
View | AI, Private Credit, Rates, Real Estate | RMZ | AI, Bonds, Fed policy, international, private credit, Rate Cuts, REITs |
| 2025 Q4 | Jan 27, 2026 |
Diamond Hill Small Cap Fund Chris Welch
|
View | Resilience, Infrastructure Spending, Critical Minerals, Defense Spending, Real Estate | ALGT, ARE, CIVI, CSR, MVBF, ODC, OZK, POST, RKT, SM, TFIN, TKO, TRNS, WCC | defense, industrials, infrastructure, real estate, Resilience, small cap, value, volatility |
| 2025 Q4 | Feb 3, 2026 |
Oaktree Capital Management Howard Marks
|
View | AI, Private Credit, Credit Stress, Real Estate | - | AI, credit, dispersion, private credit, real estate, Recovery, Spreads |
| 2025 Q4 | Feb 12, 2026 |
Davis Real Estate Fund Andrew A. Davis
|
View | Data Centers, Real Estate | AMT, ARE, AVB, BRX, BXP, CPT, CUZ, DEI, DLR, EQIX, EXR, GPOR.L, HPP, MAA, PLD, REXR, SHO, VTR, WELL | AI, Data centers, Passive flows, Performance, real estate, REITs, valuation |
| 2025 Q4 | Jan 14, 2026 |
Lord Abbett Short Duration Income Fund Andrew H. O'Brien
|
View | AI, Rates, Real Estate | - | CMBS, Corporate Bonds, credit, duration, Fed policy, fixed income, high yield |