We utilize a global long/short real estate strategy to sub-advise a mutual fund. To learn more, visit www.Altegris.com
We focus on owning companies in sectors where the tenant is denied choice. 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
- High secular demand drivers for tenant or users
Performance (as of 07/31/24):
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