Resources

COVID-19 Investment Strategy

As the COVID-19 situation evolves, I wanted to share our status at Sortis Holdings and our thoughts on the impact to the markets and our three funds based on research and communications to date with partners, investors, borrowers and other experts.

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June 18, 2020

Sortis Growth Fund Places First Investment

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April 13, 2020

Sortis Holdings, Inc.’s Diversified Alternative Investment Approach Entices as Global Markets Face Historic Volatility

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Landlord Policy is Pandemic Policy Now

If commercial landlords and tenants with less government support try to rush back to normal working life, public-health efforts will be undermined

The Hidden – But Very Real – Cost of Working from Home

In a time of social distancing and remote work, Goldman Sachs CEO David Solomon raised a surprising topic during his latest earnings call with Wall Street analysts: togetherness.

WeWork Sheds Youthful Image as It Attempts to Lure Big Corporations

WeWork enjoyed explosive early growth as a refuge for small startups and freelancers. Now, it is ditching that image while trying to revive its business with larger, more-traditional corporate clients.

Study Finds that Commercial Properties’ Ability to Repay Mortgages Was Overstated

Many borrowers are now struggling because of coronavirus, though study finds income often fell short of underwritten amount before the pandemic

Busted Retailers Use Bankruptcy to Break Cases by the Thousands

With the pandemic intensifying the plight of U.S. retailers, companies from J. Crew Group Inc. to the owner of Ann Taylor are using Chapter 11 bankruptcy filings to quickly get out of costly, long-term leases and shutter thousands of stores.

How Portland’s Landmark Zoning Reform Could Work

The Residential Infill Project aims to boost “missing middle” housing — an expected boon for affordability in a city where the single-family home reigns.

Through the Pandemic, Portland’s Industrial Property Market Remains Sturdy

In recent years, environmental responsibility has shifted from individuals to organizations. Perhaps twenty years ago, helping the environment was viewed as a personal choice or lifestyle.

Distress Mounts in U.S. Property Market Frozen by Pandemic

The U.S. commercial real estate market is showing ever greater signs of stress, but there are still few deals to be had.

Co-Working Companies Expanded Rapidly. Now They’re Retreating Fast.

The world’s biggest coworking companies are starting to close money-losing locations across the globe, signaling an end to years of expansion in what had been one of real estate’s hottest sectors.

The Work-From-Home Shift Shocked Companies – Now They’re Learning Its Lessons

Tens of millions of Americans are working from home and many will never go back; employers scramble to figure out what tools they’ll need to stay productive

The Long, Unhappy History of Working From Home

As the coronavirus keeps spreading, employers are convinced remote work has a bright future. Decades of setbacks suggest otherwise.

Remote Work Isn’t Going Away. So Let’s Deal with the Obstacles.

Six months into the Covid crisis, remote work is no longer looking like a blip in the lives of millions of people, but rather a long-term realignment of how those workers and their organizations operate.

Is the Five-Day Office Week Over?

The pandemic has shown employees and employers alike that there’s value in working from home — at least, some of the time.

Commercial Real-Estate Bank Loans Are About to Get Real

Storefronts and hotels shut by stay-at-home orders are a nightmare for workers, business owners and their landlords. But so far, it’s only a very bad dream for bankers.

Covid is Forcing Real-Estate Developers to Rethink Buildings

Someday, years from now, a resident will wake up in their luxury condominium at developer Gregg Covin’s The Cedars Lodge & Spa in Hendersonville, N.C.

Sustainable Investing Is Actually Up During the Pandemic Recession

When the economy sank into the pandemic recession, some climate change activists and others braced themselves for investors to abandon investing based on social goals. It’s known as ESG — environmental, social and governance — investing.

Boosting Local Economic and Climate Resiliency in the COVID-19 Era

Summer usually marks a time of climate uncertainty, from hurricanes along the coasts to flooding in the Midwest to droughts seemingly everywhere

Reshoring Advanced Manufacturing Supply Chains Could Generate Good Jobs

One of the most common challenges that COVID-19’s frontline workers face has been shortages of personal protective equipment (PPE).

Could the Pandemic Generate More Opportunity Zone Demand?

Opportunity zones have already been tremendously popular among investors. With thousands of opportunity zones in varying markets, there has been a tremendous range of projects and players investing in opportunity zones.

Opinion: It’s time to Consider Opportunity Zone 2.0

Due to the successive shocks of the Covid-19 pandemic and protests throughout the nation, low-income communities that were intended to benefit from the qualified “opportunity zone” program enacted into law under the 2017 Tax Cuts and Jobs Act now need help more than ever.

How the Coronavirus Recovery is Changing Cities

As cities emerge from coronavirus lockdowns, the way people use parks, stores, restaurants, transit, streets and homes is changing in ways both subtle and dramatic.

Black Business Owners Showed Harder Time Getting Federal Aid Post-Pandemic

Black business owners are more likely to be hindered in seeking coronavirus financial aid than their white peers, a new study has found.

Private Equity Gags On Its Own Medicine in Contentious Debt Battles

In a wave of company restructurings following the coronavirus crisis, traditional private equity groups have appealed to the courts to complain about the behavior of rival creditors.

Malls Seek to Evolve as the Pandemic Hastens a Retail Overhaul

Operators have spent billions positioning themselves for a future with few or no department stores by reconfiguring their properties for other options, including housing, health care and logistics.

Robinhood Has Lured Young Traders, Sometimes With Devastating Results

Robinhood Has Lured Young Traders, Sometimes With Devastating Results
Its users buy and sell the riskiest financial products and do so more frequently than customers at other retail brokerage firms, but their inexperience can lead to staggering losses.

First Black Fed President Warns of Systemic Racism’s Economic Toll

Raphael Bostic, the Federal Reserve Bank of Atlanta’s president, is shining a light on how economic and social upheaval have changed how the central bank talks and thinks about racial and economic inequality.

Retail Landlords Could Face Tenant Distress Until 2021, from S&P

Retail landlords will have to contend with their tenants’ financial distress until at least 2021 as companies defer rent payments and some seek bankruptcy protection, according to S&P Global Ratings.

A Risky Bet by America’s Mall Owners

Dozens of retailers, some of them the lifeblood of America’s shopping malls, have been pushed to the brink and filed for bankruptcy during the coronavirus pandemic.

Retail Carnage Deepens as Pandemic’s Impact Exceeds Forecasts

The financial pain for U.S. retailers is worsening beyond what retail executives and analysts anticipated when the coronavirus began to spread, foreshadowing an unrelenting pace of store closures and bankruptcies.

Troubled Companies Bring Distressed Investing Off the Sidelines

Probitas Partners almost never gets calls from institutional investors seeking funds in which to invest. That has changed in the past two months, said Kelly DePonte, a managing director.

Distressed Real Estate Market Beckons Opportunistic Buyers

Investors are pouring billions of dollars into new real-estate funds created to buy distressed debt backed by hotels, malls, office buildings and other commercial properties suffering big losses of value during the coronavirus crisis.

Distressed Real Estate Funds Raising Cash at Breakneck Pace

Florida-based firm Kayne Anderson just raised $1.3 billion for a distressed debt fund in just two weeks. It normally takes between a year to 18 months to raise that kind of cash.

New Opportunity Zone Regulations Aim to Provide Relief from the Pandemic

The IRS has released new deadlines for opportunity zone investments. The guidance includes new investment deadlines, penalty notices and extensions to improvement periods, all of which will help to fuel investment in distressed assets through the market change.

Private-Debt Fundraising Gains Popularity as Credit Stress Returns

Private-credit fundraising returned to popularity in the first half of the year as the coronavirus pandemic gave distressed-debt investors hope that a window of bargain-hunting might be opening.

Companies Start To Think Remote Work Isn’t So Great After All

Projects take longer. Collaboration is harder. And training new workers is a struggle. “This is not going to be sustainable.”

Shocked at Expensive Stocks? Bonds Might Be Worth a Look

As the markets rise, it may be time to consider fixed income alternatives like the Sortis Income Fund with a net average annualized return of 10.39% over 4+ years.

The Next Phase of the Retail Apocalypse: Stores Reborn as E-Commerce Warehouses

When Litisha Thomas heard through the gossip mill that the shuttered Sam’s Club where she’d worked for 11 years might be reopening in her rural North Carolina hamlet, she immediately jumped on an internet job board to see if it was hiring. It was, but this wasn’t a conventional reopening.

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