Objective
Aims to consistently generate outperformance over the long term through investing in risk-aware, concentrated portfolios of listed real estate.
Why This Strategy?
People
Peter Zabierek* and Andrew Duffy bring an extensive track record of investment management, innovation and leadership with deep experience in global listed real estate investing, including launching and growing multiple public real estate investment platforms.
Portfolio
Seek to generate long-term capital appreciation through a U.S. portfolio with focused exposure to listed real estate companies, representing the team’s “best ideas,” emphasizing high-quality balance sheets, consistent cash flows, and a disciplined valuation framework.
Philosophy
Investment philosophy grounded in opportunistic exposure to higher-growth, high-quality listed real estate companies with top tier management teams, aiming to deliver attractive long-term returns with market-level risk.
Process
Disciplined, fundamentally driven, high-conviction investment process with the flexibility to react quickly and capitalize on market inefficiencies.
*Peter Zabierek is dually employed as a portfolio manager for Easterly Investment Partners LLC and Sugi Capital, an independent, SEC registered investment adviser, on an interim basis while Sugi clients are being transitioned to the Easterly platform. During this period, Mr. Zabierek may receive compensation from Easterly and from Sugi for recommending certain investment products, and may recommend the purchase or sale of the same securities for Easterly and Sugi accounts. This relationship could be perceived as influencing Mr. Zabierek’s objectivity in recommending securities transactions for Easterly clients. To mitigate this potential conflict, all investment recommendations made by Mr. Zabierek to Sugi clients are subject to pre-approval by Easterly.
