HIA Meeting, Saturday November 12 – Brian Thomas – Real Estate Investment Trusts: Taking a Public and Private Look at Real Estate Allocations
Brian Thomas will speak on Real Estate Investment Trusts: Taking a Public and Private Look at Real Estate Allocations.
Downloads from today’s meeting
In 2003, Mr. Thomas began his career in real estate investments, working in residential and commercial real estate investments and development. From 2011 to 2013, he worked in fund and asset management, acquisitions, and development for Camden Property Trust and Cathexis Capital, both based in Houston, Texas. At Camden, he underwrote more than $313 million in acquisitions, helping the firm grow its institutional direct real estate fund over 60 times, from $20 million to over $1.2 billion.
In 2012, Mr. Thomas cofounded Dividend Advisors in Houston, Texas. The registered investment advisory focuses on publicly traded securities in the REITs, Utilities, and Railroad sectors. As cofounder, Mr. Thomas uses his industry expertise, fundamental analysis, and quantitative capabilities to develop, implement, and manage the firm’s three actively managed investment strategies, with underlying models built on 25+ years of data (100 million+ data points) from 650+ public firms. Each strategy has provided investors with strong risk-adjusted returns.
Along with his work at Dividend Advisors, Mr. Thomas delivers independent advisory services as the founder of Hillstone Advisors, based in Houston, Texas. He has advised on over 20 US commercial real estate deals worth up to $2 billion across property types including office, apartment, and hotel, with US and international investors including large institutional investors and sovereign wealth funds. Through Hillstone, Mr. Thomas also advised on the strategy, launch, portfolio management/ construction, and risk management of a $20 million publicly-traded global real estate securities mutual fund, helping contribute to growing that fund to $100+ million in assets within 3 years and a 5- star Morningstar rating. Mr. Thomas has also served as sole US representative for a fast-growing China-based student housing placement business.
Mr. Thomas also has deep academic and research experience. Recently, he contributed to the paper “REIT and Commercial Real Estate Returns: A Postmortem of the Financial Crisis,” which won the Distinguished Research Prize (2013) from the National Association of Real Estate Trusts. He is also the author of a white paper on public REITs as managers of institutional funds. Mr. Thomas also served as guest speaker at the University of Texas Executive MBA program on the topic of US-China direct commercial real estate investment.
SIGS begin at 8:30am
Main Program at 11:00
HIA’s November 12, 2016 Agenda
— 08:30 AM —
Stock Market SIG: Speaker: Jeff Jacobi plus Leigh Anderson
Topic: “Growth Stocks”
Jeff will give a brief overview of the Income Portfolio then discuss his buy and sell rules. Leigh will then present a history on dividend investing and why it works. He will include it in his usual brief update on the portfolio strategies he covers.
Trading 101 SIG: Speaker: John Godell
Topic: Big Picture
John will discuss the Big Picture, finish Dow Theory Discussion and trend the following; Trader Vic’s 123 Trend Change Analysis.
— 09:30 AM –
Market Outlook SIG: Speakers: Jimmy Hixson & Kevin Hooter
Topic: What can “middle –out” economics do for us in the coming years???
— 10:45 AM –
Club Business: President: Robert Tchoryk
— 11:00 AM –
Main Meeting: Speaker: Brian Thomas
Topic: Taking a Public and Private Look at Real Estate Allocations.
Location: University Center Bldg 565
SIG Meeting Meeting Room
Stock Market SIG S. Bayou City Rm 219
Trading 101 SIG S. Heights Rm 224
Market Outlook SIG S. Bayou City Rm 219
Club Business S. Bayou City Rm 219
Featured Speaker S. Bayou City Rm 219