LDR Capital Management is an investment adviser focused on real estate related securities, primarily investing in publicly-listed preferred shares of REITs. The firm's investment objectives include capital preservation and providing a consistent income stream.

LDR Capital Management

LDR Capital Management LLC | 500 followers on LinkedIn. LDR Capital Management invests within the REIT, REIT preferred, and Real Estate related segments of the market. | LDR Capital Management, LLC founded in October 2011 by Lawrence D. Raiman, is an investment advisory firm with its principal place of business located in New York, New York.

LDR Capital Management invests primarily in the publicly-listed preferred shares of REITs.

LDR Capital Management LLC

Larry Raiman

Product Specialist at LDR Capital Management LLC

Christopher Razook

Due to the election, key provisions of the Tax Cuts and Jobs Act (TCJA) may extend beyond 2025, which could offer a continuation of enhanced tax benefits for #REIT preferreds and further support tax-equivalent yields.

During his latest segment of #GlobalMoneyTalk , Larry Raiman , Managing Principal and CIO, sits down with FINTECH.TV host Remy Blaire and shares his views on #DataCenter demand growth and supply constraints. Watch the full segment here: https://lnkd.in/eeUEPWnB

In his first segment as a guest contributor on #GlobalMoneyTalk , Larry Raiman , Managing Principal and CIO, sits down with FINTECH.TV host Remy Blaire to share his views on #CommercialRealEstate perception vs. reality, landlord break-evens, opportunities, and risks. Larry Raiman will be featured as an ongoing guest contributor so please be on the lookout for more to come! Watch the full segment here: https://lnkd.in/e4MVScjz

#REIT preferred credit metrics remain strong, providing a solid foundation for attractive tax-equivalent yields within the asset class.

#REITPreferred shares offer tax advantaged distributions and a high tax equivalent yield

Q1.2024 results show positive earnings and continued strength in the credit standing and coverages for #REITpreferreds

Public #REITs access to capital and sound credit metrics, coupled with misperceived credit risks, has created a potential valuation opportunity

Q4.2023 earnings and 2024 expectations show positive earnings and healthy coverages for #REITpreferreds

We believe the recent (2020-2023) uptick in volatility for #REITpreferreds will start to subside and trend towards historical averages (2000-2019) moving forward

#REITpreferreds spreads remain wide vs. fixed income alternatives.

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LDR Capital Management