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Starwood Property Trust
A Study in Excess Spread
Jul 19
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Hunter
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Starwood Property Trust
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2
The Industrial Paradigm Shift on Thesis Driven
My deep dive on the policy, economics, and real estate impacts of reindustrialization.
Jul 11
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Hunter
3
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The Industrial Paradigm Shift on Thesis Driven
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Reading REIT Debt
A Big Picture View of Investment Grade REIT Debt
Jul 1
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Hunter
6
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Reading REIT Debt
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June 2024
Making Sense of REIT Dividend Yields
A First Principles Approach Looking at IYR, PSA and VRE
Jun 14
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Hunter
8
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Making Sense of REIT Dividend Yields
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Industrial Realignment
Prologis (PLD) on the Trends Shaping the Industrial Real Estate Market, Labor Issues, and "The Gundo Bros"
Jun 6
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Hunter
5
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Industrial Realignment
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Free to Choose
Review and Reflections on Jennifer Burns's "Milton Friedman: The Last Conservative"
Jun 2
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Hunter
9
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Free to Choose
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May 2024
Lodging Languishes
A Fully Baked Rebound in Hotel REITs Now Faces Multiple Headwinds
May 17
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Hunter
3
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Lodging Languishes
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Greystar Notes on REIT Earnings
Quick hits from the largest apartment manager in the country
May 10
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Hunter
12
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Greystar Notes on REIT Earnings
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Activism is Back (Sort of)
A Review of Active Campaigns at Whitestone REIT and Tejon Ranch Company
May 4
•
Hunter
11
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Activism is Back (Sort of)
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April 2024
The Credit Trap
Looking at Preferred, Cushman & Wakefield, and Hotel Unionization
Apr 30
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Hunter
11
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The Credit Trap
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Sonida Senior Living
A Case Study in Effective Engagement with a Capital Partner
Apr 26
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Hunter
8
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Sonida Senior Living
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The Price of Air
Blackstone's AIR Communities Acquisition and the Limitations of Cap Rate Analysis
Apr 12
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Hunter
25
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The Price of Air
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