The REIT Fleet


Inflation, Residential Real Estate & REITs

REIT returns outperformed the S&P 500 under moderate/high inflation scenarios, while slightly underperforming general equities during low inflation...

Single Family Rental

Invitation Homes (INVH)

A real-time case study in active portfolio management. Portfolio Managers move forward with attractive opportunity, despite whistleblower lawsuit.


Single Family Rental - Earnings Deep-dive

The much-discussed housing shortage playing out across the US is also a key reason for historically low levels of resident turnover within SFR...

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