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6 REIT Stocks Third Avenue Loves The Most

Third Avenue Management recently released its Q2 2020 Investor Letter, a copy of which you can download here. The Third Avenue Real Estate Value Fund posted a return of 10.94% for the quarter as compared to its benchmark, the FTSE EPRA NAREIT Developed Index which returned 10.32% (before fees) in the same quarter. You should check out Third Avenue Management’s top 5 stock picks for investors to buy right now, which could be the biggest winners of the stock market crash.

In the Q2 2020 Investor Letter, Third Avenue spoke about six real estate investment trust companies namely Lennar Corp (NYSE:LEN), Prologis Inc. (NYSE:PLD), Brookfield Asset Management Inc (NYSE:BAM), Five Point Holdings LLC (NYSE:FPH), Weyerhaeuser Co (NYSE:WY), and Rayonier Inc (NYSE:RYN).  The investment firm is bullish on these stocks but they didn’t say why they really like the stock. All they said is:

“Lennar Corp. (a leading US homebuilder), which is one of the largest installers of solar panels in North America with more than 8,500 deliveries last year, as well as one of the largest purchasers of efficient Energystar® appliances.

Prologis (the leading owner of modern distribution facilities globally), which has installed more than 200 megawatts (MW) of solar capacity and achieved carbon neutrality alongside other initiatives.

Brookfield Asset Management (a leading alternative asset manager), which controls one of the largest privately-held portfolios of renewable energy assets globally with more than 19,000 MW of hydroelectric, wind, and solar capacity.

Five Point Holdings (the largest developer in coastal California), which is developing Valencia (a 15,000-acre development site in Los Angeles County) as the first net-zero carbon master planned community serving as a template for future projects not only in California but nationwide.

Weyerhaeuser & Rayonier (both US timber REITs), that collectively own more than 16 million acres of timberlands and sequester more carbon than any other privately-held enterprises globally (to our knowledge)— an underappreciated attribute that may ultimately have incremental value through a carbon-credit initiative or even strategic value for larger enterprises seeking to offset emissions.”

REIT Stocks Northstar Realty Finance NRF

g0d4ather / shutterstock.com

Our calculations showed that none of the above mentioned REIT stocks are ranked among the 30 most popular stocks among hedge funds.

The top 10 stocks among hedge funds returned 185% since the end of 2014 and outperformed the S&P 500 Index ETFs by more than 109 percentage points. We know it sounds unbelievable. You have been dismissing our articles about top hedge fund stocks mostly because you were fed biased information by other media outlets about hedge funds’ poor performance. You could have doubled the size of your nest egg by investing in the top hedge fund stocks instead of dumb S&P 500 ETFs. Below you can watch our video about the top 5 hedge fund stocks right now. All of these stocks had positive returns in 2020.

Video: Top 5 Stocks Among Hedge Funds

At Insider Monkey we scour multiple sources to uncover the next great investment idea. We go through lists like the 10 most profitable companies in America to pick the best large-cap stocks to buy. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. If you want to find out the best healthcare stock to buy right now, you can watch our latest hedge fund manager interview here. You can subscribe to our free enewsletter below to receive our stories in your inbox:

Disclosure: None. This article is originally published at Insider Monkey.