Substack

Real Assets, Real Value

Everything we have picked from this writer, newest first.

REIT holdings outperformed in H1 2026, with Veris Residential sold in a $19-per-share take-private and FrontView REIT trimmed after a 78%…

Real Assets, Real Value Aug 18

ILPT’s Hawaii ground leases and US warehouse portfolio are improving, while five-year fixed-rate refinancing eases the debt burden created…

Real Assets, Real Value Jun 15

ELME Communities’ liquidation gained clearer value markers with $112.75 million of Atlanta apartment sales and a Watergate 600 contract,…

Real Assets, Real Value Mar 3

FrontView REIT remains discounted to estimated NAV after a 25% gain, while 19 asset sales at 6.8% cap rates and 98% occupancy support…

Real Assets, Real Value Nov 19

US multifamily REITs face divergent outcomes as jobs and interest rates shape rents, development returns and M&A prospects.

Real Assets, Real Value Sep 16

BSR REIT’s $618.5 million sale to AvalonBay valued Texas apartments near a 5% cap rate and removed consent rights that had constrained…

Real Assets, Real Value Jul 8

Abrdn European Logistics Income, Dream Residential and FrontView REIT returned 19%, 15% and 4% through June, with asset sales and strategic…

Real Assets, Real Value Jul 2

NLOP repaid 10% and 14.5% debt, leaving most properties unencumbered as office sales support a roughly $38.20 NAV per share.

Real Assets, Real Value May 21

FrontView REIT’s 35% selloff after tenant credit problems and a lock-up expiry leaves its net-lease portfolio at a 9.5% cap rate and 10.5x…

Real Assets, Real Value Apr 7