Since publishing the Sortis COVID-19 Investment Strategy Report in March, we’ve been monitoring the economic forecast closely and consulting with industry experts, advisors, and forward-thinking investors. This week we were joined by business-focused economist Dr. Bill Conerly to discuss the economic forecast and phases of recovery as we move forward through this crisis. Dr. BillRead more
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.
Sacramento, California–(Newsfile Corp. – March 31, 2020) Spotlight Growth has published new content on Sortis Holdings, Inc. (OTC Pink: SOHI) (“SOHI” or the “Company”), a Portland, Oregon-based alternative investment firm with a primary focus on real estate. This includes managed funds, with positions in both debt and equity opportunities. The Company’s diversified business model spansRead more
It is common to see a rush of year-end trading activity to help lock in gains and remove under-performers from portfolios. Although we are now in April, many investors who sold at the end of 2019 may still be looking for opportunities to allocate capital. However, recent unprecedented stock market volatility could drive further demandRead more
The Value Of Amazon Buying J.C. Penney Could Far Exceed That Of Buying Target, Kohl’s, Or Anyone Else
Fascinating post about the future of mall real estate through the lens of Amazon. This lines up with our core investment thesis ‘the evolution of retail’.
“We had to turn investors away:” Distressed RE 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.
Investors Aim to ‘Play Offense’
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.
Concerts Are New Arenas’ Main Attraction, Rather Than Sports
Madison Square Garden counts on the New York Knicks and Rangers to keep its 20,000 seats filled on a regular basis. Staples Center, in Los Angeles, relies on the Lakers, Clippers and Kings...
Not All Retailers Benefit From Spending By U.S. Consumers
So apparently, many of you have been doing some shopping. Consumer spending is boosting the U.S. economy. And yet, several major retail chains are closing stores or even filing for bankruptcy...