Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
RealEstate
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 10, 2025 |
Auscap Asset Management Tim Carleton
|
View | Consumer, RealEstate, Materials | - | consumer, cyclicals, materials, RealEstate, retail |
| 2025 Q3 | Oct 9, 2025 |
FAM Small Cap Fund John Fox
|
View | SmallCaps, RealEstate, Waste | CWST, NOMD | Compounding, industrials, Quality, SmallCaps, Waste |
| 2025 Q3 | Oct 22, 2025 |
Easterly – Global Real Estate Fund Andrew J. Duffy
|
View | Rates, RealEstate, Supply | AMT, COLD, GMG AU, GRI LN, NXT AU, VTR | Data centers, Global REITs, interest rates, Property Fundamentals, supply constraints |
| 2025 Q2 | Aug 22, 2025 |
Baron Real Estate Fund Jeffrey Kolitch
|
View | RealEstate | ABNB, AMT, BAM, BN, BXP, CHDN, CSGP, EQIX, EXP, GDS, IRT, PLD, WYNN | Balance Sheets, interest rates, real estate, REITs, rents |
| 2025 Q2 | Jul 22, 2025 |
Third Avenue Real Estate Value Fund Jason Wolf
|
View | RealEstate | BRK/A, JAR LN, PLD, SKY, WCC | capital structure, Patience, real estate, Resource Conversion, valuation |
| 2025 Q2 | Jul 25, 2025 |
Third Avenue International Real Estate Value Fund Quentin Velleley
|
View | RealEstate | LLC AU | asset value, Balance Sheets, cyclicality, Discounts, real estate |