Part 2 of 2
Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments.
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JEFFREY KOLITCH
- Portfolio Manager, Baron Real Estate Fund
ACTION POINT
Read Thinking, Fast and Slow by the late, great Nobel Prize Winner, Daniel Kahneman
BOOKSHELF
ONE INVESTMENT
LUXURY HOME BUILDER
KOLITCH: Buy Toll Brothers (TOL)
STOCK, BOND, FUND MENTIONS
- Toll Brothers Inc. (TOL)
- DR Horton Inc. (DHI)
- Lennar Corp. (LEN)
- Lowe’s Companies, Inc. (LOW)
- Pool Corp. (POOL)
- SiteOne Landscape Supply, Inc. (SITE)
- Installed Building Products, Inc. (IBP)
FROM THE ARCHIVE
Jeffrey Kolitch’s on WEALTHTRACK
WEB EXTRA
DIFFERENT REAL ESTATE MODEL
Jeffrey Kolitch explains why he created a real estate fund that is different from the competition.