Entries by Creede Murphy

Burl East on a Special Edition of STA Money Hour

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 the current outlook on real estate in general and where AACA sees value and risks. Mr. East also talks about his current “long-short” real estate securities fund […]

Income Density

Income Density We like to focus on companies that own assets that we believe are unique to the tenant or user and are difficult if not impossible to replicate.  In the retail sector, one metric we focus on is what we call “income density.” Retailers, especially large national retailers, have very sophisticated demographic data and […]