Hey Leyla - interesting question on mortgage REITs.
One firm/fund that seems like it could be interesting to me is the Lending Fund run by DLP Capital which has a great 10+ year track record (absolute and relative). It’s all multifamily (so not as diversified as the public m-REITs though that has been alpha by avoidance for DLP with no office pain taken since COVID) but that’s one I’d be curious to get your view on if you ever get a chance.
Hi Matt, I looked up this fund. Because it’s exempt from public registration requirements, there isn’t much filed publicly with the SEC aside from the Form D notice filing.
Hey Leyla - interesting question on mortgage REITs.
One firm/fund that seems like it could be interesting to me is the Lending Fund run by DLP Capital which has a great 10+ year track record (absolute and relative). It’s all multifamily (so not as diversified as the public m-REITs though that has been alpha by avoidance for DLP with no office pain taken since COVID) but that’s one I’d be curious to get your view on if you ever get a chance.
Hi Matt, I looked up this fund. Because it’s exempt from public registration requirements, there isn’t much filed publicly with the SEC aside from the Form D notice filing.
Thanks Leyla, so grateful for your insights. Look forward to reading everything you write!