10 Real Estate Stocks to Buy Now According to John Khoury's Long Pond Capital
In this article, we discuss the 10 real estate stocks to buy now according to John Khoury's Long Pond Capital based on Q3 holdings of the fund.
Long Pond Capital, an SEC-registered investment adviser founded in 2010 and based in New York, employs a fundamental approach to investing in real estate and related sectors. The firm's investment strategy centers on a rigorous, bottom-up research process aimed at identifying asymmetry—defined as a disparity between stock price and intrinsic value—in companies perceived as misunderstood by public markets.
John P. Khoury serves as Managing Partner and Portfolio Manager at Long Pond Capital LP. Before his role at Long Pond Capital, he was a Managing Member at Wesley Capital Management LLC. Mr. Khoury earned his undergraduate degree from The Wharton School of the University of Pennsylvania.
Long Pond Capital manages discretionary assets totaling $2,628,700,925, as reported in their Form ADV dated February 2024, and serves six clients. Their latest 13F filing for Q1 2024 disclosed $1,747,144,715 in managed 13F securities, with a top 10 holdings concentration of 68.24%. The firm's largest holding is Independence Realty Trust Inc., comprising 10,414,483 shares.
