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# LDR Capital Management

## Sitemaps

- [XML Sitemap](https://ldrcapitalmgmt.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Pages

- [Home](https://ldrcapitalmgmt.com/) - [vc_row full_width=”stretch_row_content_no_spaces”][vc_column css=”.vc_custom_1576573890471{padding-top: 300px !important;padding-bottom: 300px !important;background-image: url(https://ldrcapitalmgmt.com/wp-content/uploads/2017/08/banner.jpg?id=770) !important;}”][vc_column_text] LDR CAPITAL MANAGEMENT Active management within a structurally mispriced asset class [/vc_column_text][vc_column_text] “Compound interest is the eighth wonder of the world. He who understands it, earns it … He who doesn’t … pays it.” – Albert Einstein [/vc_column_text][vc_column_text][/vc_column_text][/vc_column][/vc_row][vc_row el_class=”grid_section” css=”.vc_custom_1499843173305{margin-right: 0px !important;margin-left: 0px !important;}”][vc_column][vc_row_inner][vc_column_inner el_class=”about_pages” width=”1/3″][vc_custom_heading
- [MUTUAL FUNDS](https://ldrcapitalmgmt.com/mutual-funds/) - LDR High IncomeRealty Fund A value-driven strategy seeking to generate attractive tax-advantaged income and total returns to investors. Contact Us Open New Account Shareholder Account Access Institutional Class: HLRRX (Minimum Investment $10,000) NAV: $10.00 Platform Class: HLPPX (Minimum Investment $2,500) NAV: $9.91 Z Class: HLZZX (Minimum Investment $100,000) NAV: $10.00 Fund Facts HLRRX Factsheet HLPPX
- [OUR TEAM](https://ldrcapitalmgmt.com/our-team/) - [vc_row][vc_column][vc_custom_heading text=”OUR TEAM” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes” el_class=”main_heading”][/vc_column][/vc_row][vc_row full_width=”stretch_row” el_class=”executive_team”][vc_column][vc_row_inner][vc_column_inner][vc_custom_heading text=”PRINCIPALS” font_container=”tag:h4|text_align:left” use_theme_fonts=”yes” css=””][vc_column_text] LAWRENCE RAIMAN LAWRENCE RAIMAN Managing Principal CIO/Portfolio Manager Lawrence Raiman is the Managing Principal, CIO and Portfolio Manager of LDR Capital Management. LDR Capital Management manages the LDR Preferred Income Fund on behalf of accredited investors and qualified purchasers. Before founding LDR Capital Management,
- [Videos](https://ldrcapitalmgmt.com/videos/) - [vc_row el_id=”video_heading_main”][vc_column][vc_column_text] Videos [/vc_column_text][/vc_column][/vc_row][vc_section el_id=”video_sec_main”][vc_row][vc_column][vc_row_inner el_id=”video_first”][vc_column_inner width=”2/3″][vc_column_text css=””] U.S. REIT Preferred Market Perspectives Webinar Recording [/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text css=””] [/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner el_id=”video_second”][vc_column_inner width=”2/3″][vc_column_text] Tax Advantages of REIT Preferred Dividends REIT preferred shares offer an interesting, tax advantaged, alternative income opportunity for investors.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text] [/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner el_id=”video_third”][vc_column_inner width=”2/3″][vc_column_text] Risks to Consider When Investing in REIT Preferreds REIT preferreds are
- [CONTACT](https://ldrcapitalmgmt.com/contact/) - [vc_row el_class=”contact_page”][vc_column][vc_custom_heading text=”CONTACT US” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes” el_class=”main_heading”][/vc_column][/vc_row][vc_row][vc_column width=”1/2″ el_class=”left_section”][vc_custom_heading text=”Find the Address” font_container=”tag:h4|text_align:left” use_theme_fonts=”yes”][vc_column_text] ZIP / Address: Radius: 1mi5mi10mi25mi50mi75mi100mi150mi200mi300mi No results found in this location. Please try again. [/vc_column_text][/vc_column][vc_column width=”1/2″ el_class=”right_section”][vc_custom_heading text=”Information” font_container=”tag:h4|text_align:left” use_theme_fonts=”yes”][vc_column_text css=””]For general information regarding LDR Capital Management, please contact us at Info@ldrcapitalmgmt.com[/vc_column_text][vc_custom_heading text=”Address Info” font_container=”tag:h4|text_align:left” use_theme_fonts=”yes”][vc_column_text css=””] LDR Capital Management 300
- [Monthly Update](https://ldrcapitalmgmt.com/monthly-update/)
- [1099-DIV Tax Information](https://ldrcapitalmgmt.com/1099-div-tax-information/) - 1099-DIV Tax Information The Internal Revenue Service’s initial deadline for mailing 1099-DIV information to mutual fund investors for any given calendar year is January 31st of the following calendar year unless an extension is requested. Please note that the underlying companies in LDR Capital Management’s mutual funds request extensions of this filing deadline to February
- [Notice About WhatsApp](https://ldrcapitalmgmt.com/notice-about-whatsapp-2/) - Alert: Beware of Scammers Impersonating LDR Capital Management on WhatsApp and other Social Media Platforms We have recently become aware of scams on WhatsApp and other social media platforms and internet channels in which someone with no connection to LDR Capital Management is impersonating LDR Capital Management employees, most recently, James Ancey. These WhatsApp groups are Alert: Beware of Scammers Impersonating LDR Capital Management on WhatsApp and other Social Media Platforms We have recently become aware of scams on WhatsApp and other social media platforms and internet channels in which someone with no connection to LDR Capital Management is impersonating LDR Capital Management employees, most recently, James Ancey. These WhatsApp groups are
- [Insights](https://ldrcapitalmgmt.com/insights/)
- [Process](https://ldrcapitalmgmt.com/process/) - LDR CAPITAL INVESTMENT PROCESS The core of our strategy is to pursue investments in high-quality, attractively valued securities and to reduce risk by focusing on credit quality, duration and cash management. We often trade against retail-driven fund flows, raising cash levels when securities are overvalued and deploying cash when markets are depressed. BOTTOM-UP SECURITY ANALYSISSECURITIES
- [The Firm](https://ldrcapitalmgmt.com/the-firm/) - THE FIRM LDR Capital Management is an investment advisory firm founded in October 2011 by Lawrence D. Raiman. Its principal place of business is located in New York, New York. LDR Capital Management’s primary investment objective is to seek superior risk-adjusted rates of return wherever they exist within the REIT preferred market. Our investment team’s goal
- [Form CRS](https://ldrcapitalmgmt.com/form-crs/)
- [Legal Disclaimer](https://ldrcapitalmgmt.com/legal-disclaimer/) - LEGAL DISCLAIMER LDR Capital Management, LLC Terms of Use Revised September 22, 2017 Acceptance of the Terms of Use These Terms of Use constitute a legally binding agreement between LDR Capital Management, LLC (“LDR”, “us” or “our”) and you, the user (“you” and the correlative “your”) of the LDR web site www.ldrcapitalmgmt.com (the “Site”). By
- [Approach](https://ldrcapitalmgmt.com/approach/) - APPROACH LDR Capital Management primarily invests in publicly-listed preferred shares of REITs. The REIT preferred asset class has historically generated consistent, solid risk-adjusted returns to investors. Further, the REIT preferred asset class currently provides current yields akin to high yield debt but with minimal historic default rates closer to high grade debt. LDR Capital
- [Privacy Policy](https://ldrcapitalmgmt.com/privacy-policy/) - PRIVACY POLICY LDR Capital Management, LLC (“LDR”) website (“Site”). This Site is offered as a service to our investor community. LDR values your business, loyalty, and confidence in our services. We are committed to the protection of personal privacy. To better protect your privacy, LDR provides this notice explaining our information practices and the choices
- [PERSPECTIVES](https://ldrcapitalmgmt.com/perspectives/) - Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
- [Portfolio Construction](https://ldrcapitalmgmt.com/portfolio-construction/) - Portfolio Construction The standard Lorem Ipsum passage, used since the 1500s “Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate
- [Bottom-up Security Analysis](https://ldrcapitalmgmt.com/bottom-up-security-analysis/) - Bottom-up Security Analysis The standard Lorem Ipsum passage, used since the 1500s “Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in
- [Securities Selection](https://ldrcapitalmgmt.com/securities-selection/) - Securities Selection The standard Lorem Ipsum passage, used since the 1500s “Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate
- [test post](https://ldrcapitalmgmt.com/test-post/)
- [social icons](https://ldrcapitalmgmt.com/social-icons/)
- [top header](https://ldrcapitalmgmt.com/top-header/)
- [ABOUT US](https://ldrcapitalmgmt.com/about-us/)

## My Templates

- [Top 10 Holdings](https://ldrcapitalmgmt.com/?elementor_library=top-10-holdings) - Holdings% of Net Assets Prologis Inc8.1%Equinix Inc6.4%Welltower Inc6.3%Simon Property Group Inc5.6%Public Storage5.3%American Tower Corp5.1%Digital Realty Trust Inc4.6%Crown Castle Inc3.9%Realty Income Trust3.5%Vertiv Holdings3.0%Top 10 Total51.8%
- [Portfolio Holdings & Characteristics Toggle](https://ldrcapitalmgmt.com/?elementor_library=portfolio-holdings-characteristics) - Top 10 Holdings (Most Recent Quarter) Holdings% of Net Assets Prologis Inc8.1%Equinix Inc6.4%Welltower Inc6.3%Simon Property Group Inc5.6%Public Storage5.3%American Tower Corp5.1%Digital Realty Trust Inc4.6%Crown Castle Inc3.9%Realty Income Trust3.5%Vertiv Holdings3.0%Top 10 Total51.8% Holdings are subject to change and risk and do not constitute a recommendation to buy or sell any security. Performance Attribution (Most Recent Quarter) ContributorsDetractors
- [Performance Based Characteristics](https://ldrcapitalmgmt.com/?elementor_library=performance-based-characteristics) - 3 Years5 Years10 Years Std. Dev. (%) – Annualized14.1316.5019.02Sharpe Ratio0.280.000.23Alpha (%) – Annualized-1.71-1.45-1.04Beta0.760.800.98Correlation0.890.930.94Tracking Error (%)7.517.538.73Information Ratio-0.41-0.19-0.13
- [Performance - Historical Performance](https://ldrcapitalmgmt.com/?elementor_library=performance-historical-performance) - 2025202420232022202120202019 Class I Net-9.159.4510.48-21.2540.39-3.7131.75Class P Net-9.369.0810.15-21.4340.18-4.0631.53FTSE NAREIT All Equity REITS Total Return Index2.274.9211.36-24.9541.30-5.1228.66Morningstar Real Estate Sector Total Return Index4.145.0311.76-25.5538.28-4.2027.10
- [Performance - Quarterly Returns](https://ldrcapitalmgmt.com/?elementor_library=performance-quarterly-returns) - QTDYTD1 Year3 Years5 Years10 YearsSince Fund Inception 12/2002Since Partnership Inception 12/1999 Class I Net8.5614.6711.516.962.254.768.149.16Class P Net8.2414.1510.876.561.924.45NANAFTSE NAREIT All Equity REITS Total Return Index10.7314.9015.4310.063.715.889.4010.07Morningstar Real Estate Sector Total Return Index9.3111.1512.469.483.195.308.699.48
- [Performance Attribution - Detractors](https://ldrcapitalmgmt.com/?elementor_library=performance-attribution-detractors) - Bottom 5 Detractors Equinix-0.3%Crown Castle-0.2%PennyMac Mortgage Trust-0.1%American Tower-0.1%Outfront Media-0.0%
- [Performance Attribution - Contributors](https://ldrcapitalmgmt.com/?elementor_library=performance-attribution-contributors) - Top 5 Contributors Simon Property Group+1.0%Welltower+0.8%Public Storage+0.7%SL Green+0.7%Cadiz+0.6%
- [Distributions](https://ldrcapitalmgmt.com/?elementor_library=distributions) - Record DateEx/Pay/Reinvest DateIncome ComponentLong-Term Capital GainTotal Distribution December 26, 2025December 29, 2025$0.1218 per Institutional share$0.5820/share$0.7038/share
- [Performance Toggle](https://ldrcapitalmgmt.com/?elementor_library=performance-toggle) - Performance (Total Return on Most Recent Quarter) Quarterly ReturnsHistorical Performance QTDYTD1 Year3 Years5 Years10 YearsSince Fund Inception 12/2002Since Partnership Inception 12/1999 Class I Net8.5614.6711.516.962.254.768.149.16Class P Net8.2414.1510.876.561.924.45NANAFTSE NAREIT All Equity REITS Total Return Index10.7314.9015.4310.063.715.889.4010.07Morningstar Real Estate Sector Total Return Index9.3111.1512.469.483.195.308.699.48 2025202420232022202120202019 Class I Net-9.159.4510.48-21.2540.39-3.7131.75Class P Net-9.369.0810.15-21.4340.18-4.0631.53FTSE NAREIT All Equity REITS Total Return Index2.274.9211.36-24.9541.30-5.1228.66Morningstar Real Estate Sector
- [Default Kit](https://ldrcapitalmgmt.com/?elementor_library=default-kit)

## Our Teams

- [Nolan Pecci](https://ldrcapitalmgmt.com/our_team/nolan-pecci/) - Nolan Pecci Marketing and Investor Relations Nolan Pecci is a Marketing and Investor Relations professional at LDR Capital Management. Prior to joining LDR, Nolan worked at SEI Investments within its Advisor Solutions division in Relationship Management and Business Development. Nolan graduated from West Chester University of Pennsylvania in 2022 with Bachelor of Science degrees in
- [BURL EAST](https://ldrcapitalmgmt.com/our_team/burl-east/) - BURL EAST Senior Advisor Burl East is Senior Advisor to LDR Capital Management, LLC, a Board Member and CFO at Unmanned Aerospace, a US Navy backed maker of logistics and ISR unmanned aircraft. Burl serves on the board of Quarterhill, a public traded, multinational provider of tolling, safety and enforcement, and logistics solutions in
- [JOHN WEBSTER](https://ldrcapitalmgmt.com/our_team/john-webster/) - JOHN WEBSTER Senior Investment Officer John Webster is a Senior Investment Officer at LDR Capital Management. Prior to joining LDR, Mr. Webster was a founding partner of REMS Group which merged into LDR Capital Management in March 2022. At REMS Group Mr. Webster was a significant contributor to the development of its investment process. Mr.
- [JENNIFER YAP, CFA](https://ldrcapitalmgmt.com/our_team/jennifer-yap-cfa/) - JENNIFER YAP, CFA Portfolio Manager Jennifer Yap CFA, is a Portfolio Manager at LDR Capital Management. Jennifer has 12 years of investment experience in various Financial Services-related industries, most recently as a Director and lead research analyst at UBS Investment Research covering the Business Services industry. Prior to UBS, Jennifer worked with Mr. Raiman within
- [CAROL HUTCHINGS](https://ldrcapitalmgmt.com/our_team/carol-hutchings/) - CAROL HUTCHINGS Finance & Business Operations Carol Hutchings is the Finance & Business Operations Specialist for LDR Capital Management. Ms. Hutchings has 22 years of experience in the investment industry. Previously, Ms. Hutchings held a variety of financial and operating positions including the Controller for Cuadrar Partnership, a global long/short fund in Denver, CO; and
- [JAMES ANCEY](https://ldrcapitalmgmt.com/our_team/james-ancey/) - JAMES ANCEY Principal Chief Operating Officer James Ancey is a Principal and the Chief Operating Officer and Chief Compliance Officer of LDR Capital Management, LLC. He has over 30 years of experience in the financial services sector and has produced exceptional business results as a senior business manager and manager of sales forces within the
- [BERRY GONG](https://ldrcapitalmgmt.com/our_team/berry-gong/) - Berry Gong Analyst Berry Gong is an analyst at LDR Capital Management. Prior to joining LDR, Berry worked at Zenity Holdings as an investment analyst. Berry graduated from New York University Leonard N. Stern School of Business in 2018 with concentrations in Finance and Accounting.
- [LAWRENCE RAIMAN](https://ldrcapitalmgmt.com/our_team/lawrence-raiman/) - LAWRENCE RAIMAN Managing Principal CIO/Portfolio Manager Lawrence Raiman is the Managing Principal, CIO and Portfolio Manager of LDR Capital Management. LDR Capital Management manages the LDR Preferred Income Fund on behalf of accredited investors and qualified purchasers. Before founding LDR Capital Management, Mr. Raiman was a Managing Director and REIT Research Analyst at Donaldson, Lufkin &
- [JENNIFER BROWN](https://ldrcapitalmgmt.com/our_team/jennifer-brown/) - Jennifer Brown Administrative Assistant Jennifer Brown is an Administrative Assistant at LDR Capital Management. Jennifer has over 30 years of experience working in administrative roles within the financial services sector. Prior to joining LDR Capital Management in 2012, she held similar roles at Kidder Peabody & Co., Donaldson, Lufkin & Jenrette, and Healy Circle Partners.

## Score Card

- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-monthly-update-3/)
- [May 2025 Preferred Market Update](https://ldrcapitalmgmt.com/score_card/may-2025-preferred-market-update/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-monthly-update-2/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-scorecard-5/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-scorecard-14/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-scorecard-18/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-scorecard-22/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-scorecard-26/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-scorecard-30/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-scorecard-34/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-scorecard/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-2/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-3/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-4/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-5/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-6/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-7/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-8/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-9/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-10/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-11/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-12/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-13/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-14/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-15/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-16/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-18/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-17/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-19/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-20/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-21/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-22/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-23/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-25/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-24/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-26/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-27/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-28/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-30/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-31/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-29/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-32/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-33/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-34/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-36/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-35/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-37/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-38/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-39/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-40/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-41/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-42/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-43/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-44/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-45/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-46/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-47/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-48/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-49/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-50/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-51/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-52/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-53/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-54/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-55/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-56/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-57/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-58/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-59/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-60/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-61/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-62/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-63/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-64/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-65/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-66/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-67/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-69/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-68/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-70/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-71/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-72/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-73/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-74/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-75/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-76/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-77/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-78/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-79/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-80/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-81/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-82/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-83/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-85/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-84/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-86/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-87/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-market-scorecard-88/)
- [REIT Preferred Monthly Update](https://ldrcapitalmgmt.com/score_card/reit-preferred-monthly-update/)

## Insights & Knowledge Center

- [August 2026 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/august-2026-preferred-market-update/)
- [HLRRX's Hidden $104 Million Tax Asset](https://ldrcapitalmgmt.com/think_pieces/hlrrxs-hidden-104-million-tax-asset/)
- [Market Update | REIT Preferred Securities](https://ldrcapitalmgmt.com/think_pieces/market-update-reit-preferred-securities/)
- [July 2026 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/july-2026-preferred-market-update/)
- [June 2026 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/june-2026-preferred-market-update/)
- [REIT-Equities-June-2026-FINAL.pdf](https://ldrcapitalmgmt.com/think_pieces/reit-equities-june-2026-final-pdf/)
- [REIT Preferred Higher Inflation May 2026](https://ldrcapitalmgmt.com/think_pieces/reit-preferred-higher-inflation-may-2026/)
- [May 2026 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/may-2026-preferred-market-update/)
- [April 2026 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/april-2026-preferred-market-update/)
- [REIT Preferreds vs Private Credit FINAL](https://ldrcapitalmgmt.com/think_pieces/reit-preferreds-vs-private-credit-final/)
- [March 2026 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/march-2026-preferred-market-update/)
- [REIT PreferredsVs Bloomberg Agg Risk Adjusted Return Analysis](https://ldrcapitalmgmt.com/think_pieces/reit-preferredsvs-bloomberg-agg-risk-adjusted-return-analysis/)
- [February 2026 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/february-2026-preferred-market-update/)
- [Finding Value in a Tight Fixed Income Marketplace](https://ldrcapitalmgmt.com/think_pieces/finding-value-in-a-tight-fixed-income-marketplace/)
- [January 2026 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/january-2026-preferred-market-update/)
- [2026 Outlook of REIT Preferreds](https://ldrcapitalmgmt.com/think_pieces/2026-outlook-of-reit-preferreds/)
- [December 2025 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/december-2025-preferred-market-update/)
- [November 2025 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/november-2025-preferred-market-update/)
- [LDR Webinar Presentation - Q4 2025](https://ldrcapitalmgmt.com/think_pieces/ldr-webinar-presentation-q4-2025/)
- [October 2025 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/october-2025-preferred-market-update/)
- [Diversification Benefits of REIT Preferred and Common Stock: New Evidence from a Utility Based Framework](https://ldrcapitalmgmt.com/think_pieces/diversification-benefits-of-reit-preferred-and-common-stock-new-evidence-from-a-utility-based-framework/) - We study the diversification benefits of REIT preferred and common stock using a utility based framework in which investors segment based on risk aversion. Taking the view of a long run investor, we conduct our analysis using data from 1992 to 2012. We examine optimal mean-variance portfolios of investors with different levels of risk aversion
- [REIT Preferreds Market Overview](https://ldrcapitalmgmt.com/think_pieces/reit-preferreds-market-overview/) - REIT preferred general characteristics REIT Preferred General Characteristics The North American REIT and Real Estate Related Preferred Market Taxability of REIT Preferred Dividend Distributions Liquidity of REIT Preferreds Material Investment Risks in REIT Preferreds
- [Preferred Security Primer](https://ldrcapitalmgmt.com/think_pieces/preferred-security-primer/) - Our REIT Preferred Securities Primer will give you an in depth look into REIT Preferreds, the benefits of investing with Preferreds, the risks, and frequently asked questions regarding rates, capital stack, preferred dividends, distributions, and industry growth.
- [Time to Invest In High Yielding REIT Preferreds](https://ldrcapitalmgmt.com/think_pieces/time-to-invest-in-high-yielding-reit-preferreds/)
- [REIT Preferreds Remain Stable Despite Economic Concerns](https://ldrcapitalmgmt.com/think_pieces/reit-preferreds-remain-stable-despite-economic-concerns/)
- [Higher Tariffs and Their Impact on REIT Preferreds](https://ldrcapitalmgmt.com/think_pieces/higher-tariffs-and-their-impact-on-reit-preferreds/)
- [1Q23 Update – REIT Preferred Credit Metrics](https://ldrcapitalmgmt.com/think_pieces/reit-preferred-dividend-coverages/)
- [Q1.2024 REIT Earnings Update](https://ldrcapitalmgmt.com/think_pieces/q1-2024-reit-earnings-update/)
- [2Q’24 Update | REIT Preferred Credit Metrics Remain Strong](https://ldrcapitalmgmt.com/think_pieces/2q24-update-reit-preferred-credit-metrics-remain-strong/)
- [3Q’24 Update – REIT Preferred Credit Metrics](https://ldrcapitalmgmt.com/think_pieces/3q24-update-reit-preferred-credit-metrics/)
- [Residential Mortgage REIT Update](https://ldrcapitalmgmt.com/think_pieces/residential-mortgage-reit-update/)
- [June 2025 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/june-2025-preferred-market-update/)
- [May 2025 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/may-2025-preferred-market-update/)
- [April 2025 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/april-2025-preferred-market-update/)
- [REIT Preferred Market Update YTD Through August](https://ldrcapitalmgmt.com/think_pieces/august-2025-reit-preferreds-market-update/)
- [Commercial Mortgage REITs Update](https://ldrcapitalmgmt.com/think_pieces/commercial-mortgage-reits-update-final/)
- [September 2025 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/september-2025-preferred-market-update/)
- [August 2025 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/august-2025-preferred-market-update/)
- [July 2025 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/july-2025-preferred-market-update/)
- [REIT Preferreds in the Pandemic](https://ldrcapitalmgmt.com/think_pieces/reit-preferreds-in-the-pandemic/) - We offer our views regarding the impact of COVID-19 on REIT preferreds by addressing four frequently asked questions.
- [REIT Preferreds Mid-Year Update](https://ldrcapitalmgmt.com/think_pieces/reit-preferreds-mid-year-update/)
- [March 2025 Preferred Market Update](https://ldrcapitalmgmt.com/think_pieces/march-2025-preferred-market-update/)
- [Interest Rates Higher for Longer](https://ldrcapitalmgmt.com/think_pieces/interest-rates-higher-for-longer/)
- [Residential Mortgage REIT Primer](https://ldrcapitalmgmt.com/think_pieces/residential-mortgage-reit-primer/)
- [REIT Preferreds – Potential Option for Charitable Foundations](https://ldrcapitalmgmt.com/think_pieces/reit-preferreds-potential-option-for-charitable-foundations/)
- [REIT Preferreds Should Benefit from Election](https://ldrcapitalmgmt.com/think_pieces/1876/) - REIT Preferreds - Likely Tax Benefit from Election
- [REIT Preferred Dividends During the COVID-19 Pandemic](https://ldrcapitalmgmt.com/think_pieces/reit-preferred-dividends-during-the-covid-19-pandemic/)
- [The Strength of Tax Equivalent Yield](https://ldrcapitalmgmt.com/think_pieces/the-strength-of-tax-equivalent-yield/)
- [Access to Capital – REITs vs. Direct Real Estate](https://ldrcapitalmgmt.com/think_pieces/access-to-capital-reits-vs-direct-real-estate/)
- [Volatility in REIT Preferreds](https://ldrcapitalmgmt.com/think_pieces/volatility-in-reit-preferreds/)
- [Preferred Spreads Remain Wide](https://ldrcapitalmgmt.com/think_pieces/preferred-spreads-remain-wide/)
- [Preferreds Attractive Entry Point](https://ldrcapitalmgmt.com/think_pieces/preferreds-attractive-entry-point/)
- [REIT Office Sector](https://ldrcapitalmgmt.com/think_pieces/reit-office-sector/)
- [Public REITs vs. Private Real Estate](https://ldrcapitalmgmt.com/think_pieces/public-reits-vs-private-real-estate/)
- [REIT Preferreds – High Credit Quality](https://ldrcapitalmgmt.com/think_pieces/reit-preferreds-high-credit-quality/)

## quarterly score card

- [REIT Preferred Asset Class Update](https://ldrcapitalmgmt.com/quarterly score card/reit-preferred-asset-class-update-5/)
- [REIT Preferred Asset Class Update](https://ldrcapitalmgmt.com/quarterly score card/reit-preferred-asset-class-update-4/)
- [REIT Preferred Asset Class Update](https://ldrcapitalmgmt.com/quarterly score card/reit-preferred-asset-class-update-3/)
- [REIT Preferred Asset Class Update](https://ldrcapitalmgmt.com/quarterly score card/reit-preferred-asset-class-update-2/)
- [REIT Preferred Asset Class Update](https://ldrcapitalmgmt.com/quarterly score card/reit-preferred-asset-class-update/)

## Categories

- [executive](https://ldrcapitalmgmt.com/category/executive/)
- [professional](https://ldrcapitalmgmt.com/category/professional/)
- [knowledge center](https://ldrcapitalmgmt.com/category/knowledge-center/)
- [Insights](https://ldrcapitalmgmt.com/category/insights/)