Letters by company
BXP, Inc.
4 letters discussing BXP. Everything written about it on this site is on its ticker page.
- Chilton Capital Management Portfolio Insight | 2ND Quarter 2026 Chilton Capital Management argues that broad-based earnings revisions and the AI investment cycle support equities despite inflation and tighter-rate risks. Its REIT strategy increased office exposure during the selloff, added Blackstone Digital Realty, and favors data centers and other heavy-asset sectors with low obsolescence risk. 2ND Quarter 2026 BXP $11BSKHY $1TSSNLF $1350T
- Davis Real Estate Fund Davis Real Estate Fund Annual Review 2026 Davis Real Estate Fund attributes its benchmark shortfall to exiting Welltower while maintaining a large Alexandria position through a deep life-science downturn. The fund is refining benchmark and valuation analysis while retaining convictions in apartments, select office REITs, industrials, London office properties and cautiously sized data-center holdings. the year ended December 31, 2025 ARE $7.9BWELL $181BBXP $11B
- Fairtree Asset Management Fairtree Global Listed Real Estate Fund Q2 2026 commentary Fairtree Global Listed Real Estate Fund reduced its US underweight, took profits in Segro following Prologis’s approach, exited Healthpeak Properties and added Mitsui Fudosan after its sell-off. The portfolio remains positioned for external growth in net lease, industrial fundamentals and data-centre demand while assessing Asian value opportunities. Q2 2026 —
- Chilton Capital Management Portfolio Insight | 2nd Quarter 2025 Chilton Capital Management attributes the market rebound to tariff de-escalation, resilient earnings and companies’ supply-chain adjustments, citing Apple’s shift of US-bound iPhone production to India and Dover’s domestic-production advantage. The REIT strategy invested April cash, favored cell towers, data centers, single-family rentals and health care, and added Highwoods Properties and BXP after the office selloff. 2nd Quarter 2025 —
