Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
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Janus Living Inc (JAN): A Pure-Play IPO on Senior Housing Draws Strong Demand, Attractive Valuation
​Janus Living Inc, a senior housing REIT, anchored by cornerstone investors CenterSquare Investment Management and PGIM, offering stable occupancy...
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Primer: Welltower (WELL US) - Sep 2025
Dominant Market Leader Benefiting from Powerful Demographic Tailwinds: Welltower is the largest healthcare REIT, strategically positioned to...
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MergerTalk: Healthcare Realty/ HealthCare Trust - Short-Term Risk-Arb Opportunity
Notwithstanding the significant spread compression seen in recent weeks, there remains an attractive short-term opportunity for the arbs as the...
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