Topic
real-estate
Everything our editor has picked under this tag, best first.
data centers Why This $73 Billion Investor is Avoiding Data Centers: “They’re Too Expensive” | Josh Pristaw
Clarion Partners avoids direct data-center development on cost and concentration risk, favoring its $42 billion industrial portfolio and senior…
The Monetary Matters Network
japan Takasago Tekko (5458): A Profitable ¥3.3bn Nanocap near net-net @ 7.7x ntm P/E With ¥3.8bn of Appraised Rental Real Estate and a 36,009 sqm Tokyo Factory Site Carried at ¥2m (But worth ¥8bn+)
Takasago Tekko trades at 7.7x forward earnings, with ¥3.8bn of rental real estate and a Tokyo factory site carried at ¥2m that may be worth ¥8bn or…
Altay Capital - Mostly Value Investing
corporate governance Unozawa-gumi Iron Works (6396): A Profitable $23m Nanocap at 10x P/E With Real Estate in Tokyo Worth 145,000x Carrying Value (Not a Typo)
Unozawa-gumi Iron Works trades at 10x earnings despite $132 million of Tokyo real estate against a $23 million market value.
Altay Capital - Mostly Value Investing
deep value 3 Quick Pitches for 3 Deep Value Japanese Stocks: TOC (8841), Sankyo Kasei (8138), and Takase (9087)
TOC, Sankyo Kasei and Takase are pitched as deep-value Japanese stocks, with Sankyo Kasei trading below net cash and repurchasing 33% of shares.
Altay Capital - Mostly Value Investing
real-estate NLOP - I'm Buying Again
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
Nat Stewart - Stock Picking Newsletter
deep value Asaka Industrial (TYO 5962): A 350-Year-Old Profitable Nanocap Net-Net Trading at 0.4x P/B, 7x P/E, with Real Estate Worth 260x its Carrying Value
Asaka Industrial trades at a 57% discount to NCAV plus investments, while land carried at $22,500 is valued at least $5.7 million.
Altay Capital - Mostly Value Investing
HHH long 2026-04-28 equities Howard Hughes Holdings INC
Howard Hughes Holdings is pitched as a long in the $60s, with a near-term $90 target and a projected 20%+ IRR.
Value Investors Club