We manage separate accounts for institutions applying our core investment philosophy and research process.  We focus on owning companies in sectors where the tenant is denied choice. We have found that these situations typically occur when the following characteristics are present:

• Few sector participants
• High barriers to entry for new owners/developers
• High barriers to exit for tenants
• Secular demand drivers for tenant or users

The Core Real Estate Strategy is available to institutions on an SMA basis.

Performance of the Core Real Estate Strategy (as of 10/31/24):

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