Research

Research and Market Thoughts from the research team at Infinity Capital Partners, LLC

Featured Article

Ralston Towers: Acquired, rehabilitated and successfully exited by Infinity Real Estate

Navigating Economic Uncertainty: Sustainable Investment Strategies in Affordable Housing

Sixteen months ago, we published an investor letter titled “A Good Time to Be in Affordable,” where we delved into our perspectives on the economy, real estate trends, and investment strategies. This follow-up piece aims to provide a nuanced reflection on the current economic and political landscape, highlighting our continued enthusiasm for investing in affordable housing and elaborating on the strategic advantages of this sector amidst ongoing uncertainties. Key Takeaways Affordable housing, including Project-Based Section 8 housing, has historically performed well in various economic environments. The current state of severe shortage, while challenging, underscores the high demand and desirability of these assets among investors. With ongoing government attention and strategic partnerships, the stability and predictability of cash flows in the affordable housing sector remain resilient. Navigating Economic Challenges The past year has been marked by a palpable sense of anticipation among investors, with many anxiously awaiting the much-predicted recession that never materialized. Instead, the economic landscape has been characterized by a cautious optimism tempered by concerns about inflationary pressures. The Federal Reserve’s historic interest rate hiking cycle, undertaken to combat inflation, has sparked discussions about potential rate cuts in response to easing Consumer Price Index (CPI) metrics. Simultaneously, the looming

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Featured Article

Ralston Towers: Acquired, rehabilitated and successfully exited by Infinity Real Estate

Navigating Economic Uncertainty: Sustainable Investment Strategies in Affordable Housing

Sixteen months ago, we published an investor letter titled “A Good Time to Be in Affordable,” where we delved into our perspectives on the economy, real estate trends, and investment strategies. This follow-up piece aims to provide a nuanced reflection on the current economic and political landscape, highlighting our continued enthusiasm for investing in affordable housing and elaborating on the strategic advantages of this sector amidst ongoing uncertainties. Key Takeaways Affordable housing, including Project-Based Section 8 housing, has historically performed well in various economic environments. The current state of severe shortage, while challenging, underscores the high demand and desirability of

Read More »
Core Themes MC

Current Market Environment

As 2023 begins, it appears that the global economy is settling into a new regime which can be characterized by restrictive monetary policy to combat the most significant episode of inflation seen in 40 years, geopolitical instability on multiple fronts, and a sharp reversal towards de-globalization.

Read More
Investment Opportunities in Cryptocurrencies

Investment Opportunities in Cryptocurrencies

We’ve come a long way in the world of cryptocurrencies since the Bitcoin whitepaper* and its subsequent feat of mathematical and technological brilliance was released. Created by the anonymous, Satoshi Nakamoto in the wake of the Great Financial Crisis, this technology has challenged our conceptions of currency, investment, and sovereignty.

Read More
NPL

Consensus Building in the NPL Space

Opportunity Unfolding in Europe: One advantage of managing a portfolio of multiple hedge funds is that it gives us insight into the thinking of some smart investors as we spend a lot of time talking to a lot of different hedge fund managers. From time to time, we see an interesting consensus build around a […]

Read More
Core Themes MC

Current Market Environment

As 2023 begins, it appears that the global economy is settling into a new regime which can be characterized by restrictive monetary policy to combat the most significant episode of inflation seen in 40 years, geopolitical instability on multiple fronts, and a sharp reversal towards de-globalization.

Read More
Investment Opportunities in Cryptocurrencies

Investment Opportunities in Cryptocurrencies

We’ve come a long way in the world of cryptocurrencies since the Bitcoin whitepaper* and its subsequent feat of mathematical and technological brilliance was released. Created by the anonymous, Satoshi Nakamoto in the wake of the Great Financial Crisis, this technology has challenged our conceptions of currency, investment, and sovereignty.

Read More
NPL

Consensus Building in the NPL Space

Opportunity Unfolding in Europe: One advantage of managing a portfolio of multiple hedge funds is that it gives us insight into the thinking of some smart investors as we spend a lot of time talking to a lot of different hedge fund managers. From time to time, we see an interesting consensus build around a […]

Read More