Archive - Focused Investing

June 2025

Equity LifeStyle

After a flat 6 years, is it finally time to buy this REIT stock?

Jun 30 •

Looking Ahead For REITs

Sunday morning musings…

Jun 29 •

Focused Investing Perspectives #55: TIPS!

At the moment it is worth being aware of Treasury Inflation-Protected Securities.

Jun 28

Trade Alert: More Inventory and Higher Yield

Sometimes the market takes awhile.

Jun 27 •

Brief Note: Dissonance in Commercial Real Estate

At the moment there are some truths that seem inconsistent on their face.

Jun 23 •

Focused Investing Perspectives #54: Cap Rate Data

There is some new data on historic cap rates.

Jun 21

Brief Note on Orion Properties

News of an offer.

Jun 21 •

RPD Looks at Kite Realty Group

Kite Realty Group seems comparatively undervalued; is it?

Jun 19 •

Brief Note: A Conundrum in REITLand

Dilutive stock issuance always makes the price drop, right?

Jun 17 •

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