According to our research, the efficacy of factor signals in real estate investing has largely been upstaged by the factor revolution in the equities market. In fact, the public real estate market is uniquely inefficient and a fertile ground for active, factor-based investing…

Many investors readily agree that alpha is scarce. It is hard to find, always in great demand, and requires skill to extract. The eclectic microcap universe provides a disparate group of continually evolving and devolving businesses with structural features that remain persistently attractive for investors. Join us on this "What Works on Wall Street" podcast to learn more…

After reading as many as 18 different WSJ articles on the subject, it's understandable why investors might be up in arms about the alleged perils of factor crowding. We hope this discussion allays some of those concerns. Join us on this "What Works on Wall Street" podcast to learn more…