American Assets Capital Advisers
  • Home
  • Our Firm
    • Our Team
    • Community Giving
    • News and Events
  • Blog
  • Investment Philosophy
    • Our Process
    • Research
  • Strategies
    • Global Long Short
    • Long-Only
    • Institutions
  • Financial Professionals
  • Contact Us
  • Menu
  • Strategies

We are fundamentally different than most managers of real estate securities and through our differences we strive to create value for our investors.

  • We have investment and operating backgrounds.  Unlike a more typical team we have operating and board level experience, which allows us to see real estate through a different prism than just an income statement or balance sheet. We have served on more than a dozen boards for public companies, private companies and organizations and understand how and why managers make decisions.
  • We have worked on the sell side and in investment banking.  Understanding the motives and constraints of the community that underwrites real estate securities and publishes research allows us to filter information in a more complete way than a management team lacking these experiences.
  • We own the company and our money is in our strategies.
  • We are comfortable with our convictions.  Unlike large investment firms that are interested in benchmarking, we aren’t.  If we conclude a specific segment of real estate is a poor investment choice, we won’t own it – at all!  Many managers will reluctantly own stocks in sectors they don’t like because they are part of the index to which they benchmark.
  • We are not seduced by “cheap” stocks.  We search first for the frustrated tenant and this bias drives a consistent quality focus in our portfolio, and only then do we consider valuation.  That is to say we will not buy a company just because its cheap.  Many value investors reverse this process and seek out value first, worrying about quality after the fact.

News & Press

  • Burl East Interviewed on the LowdownFebruary 24, 2022 - 7:06 pm
  • Burl East in Conversation with BiltmoreJanuary 25, 2021 - 8:50 pm
  • Burl East on Special Edition of STA Money HourOctober 22, 2020 - 7:02 pm

Blog

  • Buy the Dip – A Special Real Estate Market CommentaryApril 8, 2021 - 8:32 pm
  • Don’t Come into the Office Today – A Special Real Estate CommentaryAugust 26, 2020 - 3:24 pm
  • Real Estate Investment Opportunities in a Rising Interest Rate EnvironmentApril 19, 2018 - 10:10 pm

Corporate Office

3430 Carmel Mountain Road, Suite 150
San Diego CA 92121 - 858-345-1470

© 2023 American Assets Capital Advisers
All Rights Reserved.

Access and use of this website constitutes your acceptance of our Terms of Use

Website Development by Red Pearl Design Company
Scroll to top
Manage Cookie Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage vendors Read more about these purposes
View preferences
{title} {title} {title}