Hoya Capital Real Estate is a Connecticut-based Registered Investment Advisor that focuses on research of the commercial real estate industry, and advisory of well-balanced public real estate equity portfolios.
All of our research is for educational purpose only, always provided free of charge exclusively on Seeking Alpha. Recommendations and commentary are purely theoretical and not intended as investment advice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. For investment advice, consult your financial advisor.
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc. Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client. Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
Elephant Analytics has an Bachelor of Business Administration degree with a concentration in marketing and finance, and 13 years of experience as an analyst. Elephant Analytics originally focused on marketing and sales analysis due to geographical and lifestyle considerations, but rekindled his interest in finance and investing several years ago and became a contributor to Seeking Alpha in 2013. He has a particular interest in attempting to understand distressed companies and distressed industries.
Elephant Analytics has unique skills in the areas of numerical analysis and applied mathematics. Elephant Analytics achieved a top 50 score on the Bloomberg Aptitude Test (out of nearly 200,000 test takers) which measures financial aptitude. Elephant Analytics also has achieved a score (153) in the 99.98th percentile on the WAIS-III IQ test and has also been involved in multiple teams that have won awards during business and strategy competitions involving numerical analysis. In one such competition, he captained his team to become North American champions, ahead of MBA and undergraduate teams from universities such as Harvard, Yale and Northwestern.
Legal Disclaimer: Elephant Analytics' reports, premium research service and other writings are personal opinions only and should not be considered as investment advice. Only registered investment advisors can provide personalized investment advice. While Elephant Analytics attempts to provide reports that include accurate facts, investors should do their own diligence and fact checking prior to making their own decisions.
East Daley is an energy assets research firm bringing greater transparency to the energy financial market. In addition to using top-level financial data to predict a company’s performance, East Daley is first-to-market with an asset-driven information service that provides comprehensive, bottoms-up, asset-level intelligence fueled by commodity fundamentals. Clients are supported by a team of unbiased, highly experienced research analysts. The combination of proprietary research and dynamic client support delivers a unique competitive advantage that enables North American energy capital markets to make more informed and accurate projections and investments.
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.
I have been an active investor/trader since 1994, with quite good results.
I have done both academic and practical research on computer-based (fully automated or semi-automated) short-term stock market prediction and negotiation, but for consistent returns, I still believe it is hard to beat long-term investing based on fundamentals.
At present, the basis of my personal investment portfolio mainly combines energy-related commodities and stocks.
I recognize that the risk/reward tends to be heavily skewed against the short side and as such I believe short positions should be kept small, when not part of a well thought out long/short strategy.
Besides being an investor I'm a professor at a Portuguese university.
PetroEngInvestor (David Harter)
Hedge Fund Co-Founder and Managing Director
"Do you know the only thing that gives me pleasure? It's to see my dividends coming in."
-John D. Rockefeller
25 years in energy M&A/Corporate Finance business career. Senior officer for public E&P companies, including MLP, charged with overseeing (at different times) accounting, tax, legal, investment banking/analyst relations, investor relations, as well as business unit with land, engineering, geological and support functions. Used legal background to interface with and direct outside investment bankers, law firms and accounting firms in M&A transactions and offerings. Personal investments and trading 15 years.
The Sova Group is a private investment fund managed by Matt Brice. As principal of The Sova Group, Matt Brice has been managing investments since 2009. Prior to founding The Sova Group, from 2007 until 2009 he worked as an associate attorney in the Mergers and Acquisitions group of Debevoise & Plimpton LLP, an international law firm based in New York City. Mr. Brice holds a B.A. in Philosophy from Brigham Young University and received his law degree from Columbia Law School.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
I am a consultant doing load testing of web sites and other large user applications (not MMORPH games though..pity). I analyze very large amounts of data in that role. I have been investing in stocks since my first job in 1979 because of an employee stock purchase plan. I primarily work investments in my IRA and ROTH IRA these days looking toward stable income when I retire 15+ years from now.
I grew up around Pittsburgh, not much of a sports fan, which for Pittsburgh PA means all my black and gold cloths and such are neatly put away in the closet and drawers to be brought out as necessary for social occasions like Superbowl/Playoff parties...
I am fiscally conservitive but middle of the road independant on most else. I thanked service folks, comming back from Vietnam, for thier service long before it was cool to do so. I was not drafted nor have I served in any branch of the military. I do not use illegal drugs or legal ones in a questionable or illegal way. I do not smoke or drink, by personal choice and preference, but I have friends and socialize with those who do. I fear radicals of any stripe, religious or not, because I am likely on the list of those they would not mind seeing die or suffer for thier cause. New facts, a good argument/debate, or even just growing older and seeing things longer term - can change my opiniion, my actions, and sometimes even my attitude. I like animals, I like nature and I have a desire to protect it. I will NOT ever throw blood on someone because they do not agree with my opinion about it.
I hold a BS in Chemical Engineering and have 31+ years of experience in high tech manufacturing of communications equipment as a process engineer, an engineering manager, and a factory manager. I have traveled extensively in Asia working with various parts of the supply chain. I believe in going long with the best companies, dividend growth, and carefully planned diversification. I do not believe in panic selling or over enthusiastic buying, but I will allow a small percentage of my portfolio to take a risk from time to time. I also believe that a judicious use of options can fit in with a conservative strategy.
I am a former private equity and venture capital attorney with many years of investment management experience as a sideline. I've recently retired from legal practice to concentrate on fund management on a full-time basis. I now manage separate accounts for a small group of high net-worth clients.
CPA with 25 plus years experience large corporate and international taxation. I invest for my own personal account. Hobby is chess. Bio is here http://saintlouischessclub.org/about-us/our-board-and-staff
As a data analyst, Freddy Hutter of Trendlines Research provides guidance in chart format on the specialties of peak oil, realty bubbles, baseline GDP projections and election predictions. Virtually each day an update is published to the website's MemberVenue. All charts are made publicly available the site's FreeVenue after a 90-day exclusivity to subscribers.
TRENDLines coverage commenced in 1989, but Hutter's macro economic guidance goes back to 1971. Accurate and timely analysis includes the TRENDLines Recession Indicators (TRI) for Canada, China & USA; the Realty Bubble Monitor's tracking of housing bubbles in Australia, Canada, UK & USA; the Barrel Meter's tracking of price components for gasoline and crude oil along with 1/5/10/23-year crude price projections; and the PS2500's multi-century forecast for oil production & depletion; and the Debt Wall - USA 30-year Debt/Deficit projections. Randomly the firm provides c02 projections on the effects of fossil fuel contribution to climate change; and key international election forecasts.
Jim Roemer was one of the first meteorologists ever to become a Commodity Trading Adviser and has worked with major hedge funds, Midwest farmers and traders for nearly 30 years. His unique ability to forecast both short and longer range weather trends, with a special emphasis in interpreting market psychology and major market moves in grains, softs and the energy markets, has made him a global industry leader in commodities. Mr. Roemer brings his experience to the ETF arena, in which he will make some occasional recommendations on how weather and global climate may impact such markets as corn, soybeans, wheat, natural gas, cotton, sugar, coffee and even the economy.
Information about a new managed account program, in conjunction with Robot Futures can be found at www.climaticprophets.com.
Retired, self-directed individual investor. Retired at 56 in March 2007 after 30 years with CA Superior Court with a modest lifetime pension and a small IRA now converted to a Roth. Native Californian, raised in the USAF and lived in various countries around the world, now reside in Sacramento, CA.
Discovered Seeking Alpha in late 2011 when I was ready to invest my IRA. I started using a method I dubbed DGI Lite using the Dogs of the CCCs lists for Dividend Growth. I changed over to high-yielders such as REITs and BDCs when I needed more income to move closer to family and buy a new home in 2013. Best move I could have made.
Retirement *is* all it's cracked up to be -- it's the best gig I've ever had!
I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do the talking. I am only taking dictation as the data tells its message.
Nicholas Marshi is the Chief Investment Officer of Southland Capital Management (SCM). The Company is a Registered Investment Adviser in Santa Monica, California. SCM's principal expertise is in the area of publicly traded leveraged finance to U.S. private companies, including the Business Development Company industry ("BDC"), high yield bonds and floating rate loans.
SCM manages two "hedge funds" devoted to equity investments in BDCs and other specialty finance lenders. The Company's first fund-BDC II-was launched in October 2009, and a second fund-BDC III- in January 2011.
Mr Marshi also edits the leading website devoted to regular updates on the BDC industry entitled the BDC Reporter, with regular analysis on over 36 companies and on trends in this under-known sector. Check out www.bdcreporter.com.
Prior to forming Southland Capital Management with Mr Hansen, Mr. Marshi managed two private equity firms: Kensington Capital Corporation ("KCC") and Southland Capital Partners "SCP"). Starting in 1990 and 1995 respectively , both firms were active in acquiring lower middle market private companies, principally in Southern California, in leveraged buy-out transactions.
Before founding KCC, Mr Marshi was the head of the Los Angeles office of Kleinwort Benson Limited, a British merchant bank, from 1987-1990. Mr Marshi was involved in leading investment banking, lending and principal investing activities (both directly in middle market companies and in funds managed by Kleinwort Benson and other institutions). Prior to joining Kleinwort Benson, Mr Marshi held various positions with Citibank at locations worldwide including Athens, Dubai, Puerto Rico and London.
Mr Marshi is a graduate of Tufts University (B.A.) and Harvard University (M.A.).
I'm a retired ex-university-professor and software entrepreneur who is enjoying learning to manage a diverse portfolio focused almost entirely on producing income. I get a great deal of really actionable information from Seeking Alpha which is why I read its articles religiously. I've begun writing a series of articles for SA that chronicle my learning how to be a wise investor in the hope that other investors, particularly retirees, will be able to profit from my mistakes.
Invest. Manage risk. Communicate. Educate yourself. Make profits. .
My name is Todd Johnson. I’m a family man, sports fiend, health nut, technology buff, long-time stock investor, and a very lucky mountain climber, all of which has shaped my philosophy as a professional investor for the last 30 years. As my interests might suggest, I am always looking for the upside while striving to minimize risks.
My new passion, which I have realized through DividendLab.com project, is helping other investors learn more about investing; investing in stocks and other assets that are subject to wide price swings can actually enhance their returns when the right investment strategy is applied. To that end, I read company 10k and 10q statements so they can skip them. I compile and analyze the market research that isn’t always at their fingertips. And I don’t make any investment recommendation without committing my own funds first, which is the purest form of accountability.