RTR Portfolio Review: Investing in clean business models at a discount
RTR Portfolio Review: Investing in clean business models at a discount The market has a tendency to overly focus on revenue growth. We also like revenue growth in the companies in which we invest, but I think there is significant value in studying the entire industry...UMH Properties’ Fundamentals Look Strong
UMH Properties’ Fundamentals Look Strong UMH Properties (UMH) offers an enticing combination of value and growth. Specifically, it has a greater than 5-year runway of double-digit organic growth, yet it trades at a steep discount to net asset value (NAV). This...REIT Lost Decade: The Long-tail Effect of Market Manipulation
REIT Lost Decade: The Long-tail Effect of Market Manipulation The S&P 500 had what is referred to as “the lost decade” at the turn of the century. S&P returns were close to zero from 2000 to 2010. The REIT lost decade was 2015 to 2025. At the end of such a...REIT Total Return – Full Portfolio Review Heading into April 2025
Investing through Volatile Markets
Given the rapid market movement, this portfolio update will be a bit different. We will still present the portfolio’s analytical data, but primarily, we want to discuss the fundamental impact, market price impact, and how the two may not always be directly related.