This author has yet to write their bio.Meanwhile lets just say that we are proud Creede Murphy contributed a whooping 34 entries.
Burl East, CFA, Chief Executive Officer of American Assets Capital Advisers, was interviewed on a special edition of STA Money Hour by Michael Smith and Luke Patterson. Mr. East talks about AACA’s current outlook on real estate in general and where AACA sees value and risks. Mr. East also talks about his current “long-short” real […]
American Assets Capital Advisers, LLC (“AACA), is proud to announce that the real estate focused 40 Act fund AACA manages was named the Best 40 Act Equity Fund at the 2016 U.S. Hedge Fund Performance Awards. Presented by HFM, a leading publisher dedicated to the hedge fund market, the U.S. Hedge Fund Performance Awards recognize funds […]
Burl East, CFA, Chief Executive Officer of American Assets Capital Advisers, was interviewed by Steve Schaefer of Forbes. Mr. East talks about AACA’s unique investment strategy and how it seeks to benefit from trends like Pokémon GO. Click here to read the interview
Many people don’t have an investment allocation to real estate investment trusts (“REITs”) because they believe they already have “enough” exposure to “real estate” through ownership of their home. REITs and your home are very different asset classes with very different characteristics. REITs invest primarily in commercial real estate, which is any non-residential property used […]
Flush with record levels of cash, many private capital real estate managers are buying up publicly traded real estate investment trusts (“REITs”) to take advantage of the gap between public REITs and private real estate valuations. Historically, commercial real estate in the private market has usually transacted at, or near, fair value (or else the […]
As real estate securities analysts, most of the things we do have some basis in being knowable. For example, we analyze business plans, visit assets, build models, talk to tenants and reach conclusions about a company’s portfolio, prospects, management and stock valuation. While none of this is completely knowable, it’s partly knowable. In the last […]
A tale of two stocks and a tale of two investors that, we believe, demonstrate the sometimes illogical nature of perceptions and how those perceptions can drive valuation. The stocks are BioMed Realty Trust (BMR) and Alexandria Real Estate Equities (ARE). They are the only two public companies currently focused on ownership of lab/life science space […]
Burl East, CFA, Chief Executive Officer of American Assets Capital Advisers, was interviewed on a special edition of STA Money Hour by Michael Smith and Luke Patterson. Mr. East talks about AACA’s current outlook on real estate in general and where AACA sees value and risks. Mr. East also talks about his current “long-short” real […]
Burl East, CFA, Chief Executive Officer of American Assets Capital Advisers, was interviewed by Tim Melvin of Benzinga. Mr. East talks about his current outlook on real estate and AACA’s unique investment strategy. Click here to read the interview
Net asset value (“NAV”) is one of the core valuation metrics for real estate investment trusts (“REITs”). The metric aims to determine the inherent value of a REIT by assigning approximate liquidation values to the underlying real estate. To do so, investors must derive a series of go forward expectations such as net operating income […]
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