LongGMGJun 2026
Goodman Group
Goodman owns, develops and manages global industrial property and has a significant data-center development pipeline. A majority of its earnings come from the asset-management…
Easterly Global Real Estate Fund — Easterly Investment Partners LLC
High-conviction, benchmark-agnostic global real estate equity investing in listed REITs and other real estate securities.$136M AUM4 published ideas
The Easterly Global Real Estate Fund invests in publicly traded global REITs and real estate securities using bottom-up fundamental research. Its high-conviction approach targets approximately 50 companies with attractive supply-demand characteristics, embedded growth and balance-sheet flexibility. The fund reported net assets of approximately $135.61 million as of June 30, 2026. ([Zacks][3])
Ideas from Easterly Global Real Estate Fund — Easterly Investment Partners LLC
LongWELLJun 2026
Welltower Inc.
Welltower is positioned around improving senior-housing fundamentals, where demand is strong and new supply remains constrained. Rising occupancy and rent growth are supporting…
LongNXTJun 2026
NEXTDC Limited
NEXTDC is an Australian data-center developer positioned to benefit from strong demand from cloud-service providers and AI tenants. During the quarter it announced a significant…
LongPLDJun 2026
Prologis, Inc.
Prologis owns high-quality global logistics assets with embedded net-operating-income growth from mark-to-market rent increases and a substantial development pipeline. Shares…
Letters covered
- Global Real Estate Fund CommentaryJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.