My investing in commercial real-estate is mostly via publicly traded REITs (Real Estate Investment Trusts). Over the years, I have added several REIT positions in my portfolio. See this table for my REIT holdings. From time to time, I’ve also researched certain non-traded … [Read more...] about Parting ways with Brookfield Property Partners
RealEstate
A look back at BREIT performance
Two years ago, I did a blog post on Blackstone’s real estate investment trust called BREIT. It had just opened its doors to retail individual investors like me. At the time, I was looking to increase my investments in commercial real estate (CRE) assets and thought that it was a … [Read more...] about A look back at BREIT performance
A quick look at my real assets portfolio
Over the last few months, I have written multiple times about real assets. So I won’t belabor the benefits and opportunities in real-estate (and other hard assets) investing here. To wrap up the series of posts on this topic, I’d like to roll up all my related investments and … [Read more...] about A quick look at my real assets portfolio
An opportunity to invest in real assets
One of my all-time favorite authors on investing is Howard Marks. He is a practitioner (not an academic) but also has a way with words. It’s not just me—Marks’ memos are widely read. His first book, The Most Important Thing, was a best-seller. His memos—which he regularly … [Read more...] about An opportunity to invest in real assets
Revisiting my Blackstone investment
I have written several times in last two years about my investment in Blackstone (BX). Blackstone is the largest alternative investment asset manager in the world. I have been gradually building up my stake in it for two years. Its shares have mostly stayed flat since -- … [Read more...] about Revisiting my Blackstone investment