“Fully Invested Bear”
May 27, 2021 The Tape, the Fed and Sentiment – the three legs of Technical/Quantitative analysis. Recall T/Q analysis is a combination of four fields of market analysis; macro-economic, fundamental, technical and behavioral. What’s the message coming from the big three? Let’s start with the easiest discernment; the Fed. Normally, the Fed’s job is “to […]
Alternative Real Estate Strategy Insights
By Stuart Katz, Chief Investment Officer, May 27, 2021 As part of the Investment Office’s commitment to communication and information, below please find our current observations and framework to help support our alternative real estate recommendations in multifamily (MF) and single family rental (SFR). Despite the current price environment, the IO maintains its conviction in […]