Understanding Seniors Housing & Healthcare Markets | CNL Securities

12,000 people per day turning 65 for the next 45 years, making it the biggest market opportunity in our  lifetime.  Our key investment in this area is Care Cap Properties, a well run diversified…


Portfolio holdings 8-12-16

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Fund holdings 8-5-16

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Portfolio holdings 7-31-16

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Negative Interest Rates - Bloomberg QuickTake

Perhaps the rearview mirror will have shown that this was the biggest financial experiment and bubble of an era. Imagine a bank that pays negative interest. In this upside-down world, borrowers get…


Doug Kass: Im Aggressively Shorting Bonds - TheStreet

I don't know how aggressively I would short bonds, but a short play on ZROZ PIMCO 25 YR Zero Coupon ETF could eventually play out. Some time either rates will rise based on improving economic growth,…


Portfolio holdings 6-30-16

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Portfolio holdings 6-24-16

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