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15 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.

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Welltower Inc. (WELL)
Research-Note Land and Buildings
Welltower Inc. (WELL)
2026 20 pp playbook
Multiple REITs (21 underperformers)
Research-Note Land and Buildings
Multiple REITs (21 underperformers)
2026 14 pp playbook
US REIT sector (15 underperforming large-cap REITs)
Research-Note Land and Buildings
US REIT sector (15 underperforming large-cap REITs)
2025 4 pp playbook
Public REIT sector (vs. private real estate)
Research-Note Land and Buildings
Public REIT sector (vs. private real estate)
2024 4 pp playbook
National Health Investors, Inc. (NHI)
Shareholder-Letter Land and Buildings
National Health Investors, Inc. (NHI)
2024 8 pp playbook
REIT sector (thematic)
Research-Note Land and Buildings
REIT sector (thematic)
2021 5 pp playbook
N/A (asset-class advocacy)
Research-Note Land and Buildings
N/A (asset-class advocacy)
2021 4 pp playbook
Multiple REIT subsectors (urban office, retail, business hotels, movie theaters)
Research-Note Land and Buildings
Multiple REIT subsectors (urban office, retail, business hotels, movie theaters)
2020 5 pp playbook
Apartment Investment and Management Company (AIV)
Shareholder-Letter Land and Buildings
Apartment Investment and Management Company (AIV)
2020 5 pp playbook
D.R. Horton and Invitation Homes (DHI/INVH)
Research-Note Land and Buildings
D.R. Horton and Invitation Homes (DHI/INVH)
2020 5 pp playbook
Empire State Realty Trust (ESRT)
Press-Release Land and Buildings
Empire State Realty Trust (ESRT)
2020 4 pp playbook
Taubman Centers, Inc. (TCO)
Press-Release Land and Buildings
Taubman Centers, Inc. (TCO)
2017 4 pp playbook
Taubman Centers, Inc. (TCO)
Press-Release Land and Buildings
Taubman Centers, Inc. (TCO)
2017 3 pp playbook
Taubman Centers, Inc. (TCO)
Press-Release Land and Buildings
Taubman Centers, Inc. (TCO)
2016 2 pp playbook
MGM Resorts International (MGM)
Press-Release Land and Buildings
MGM Resorts International (MGM)
2016 3 pp playbook