Letters by company

Net Lease Office Properties

1 letter discussing NLOP. Everything written about it on this site is on its ticker page.

Alluvial Capital Management Letter to Limited Partners First Quarter 2026 Alluvial Fund sold Peakstone Realty Trust following its agreed acquisition by Brookfield, while retaining a focus on unpopular real estate despite a largely matured distressed-property cycle. The portfolio added Gulf Marine Services and argues for EACO, FitLife Brands, McBride, McDermott and Zegona based on operational catalysts, valuation discounts and balance-sheet progress. First Quarter 2026 +3.0% EACO $574MFTLF $96MGMS $290MMCB $395M