Research
Real Estate
lf0’s Real Estate hub collects every equity research note on specialized property developers and operators, where occupancy ramp, lease economics, and capital-deployment pace drive the investment case more than broad real-estate cycles. Coverage in this sector currently includes Sky Harbour Group (SKYH), a developer of private aviation hangar campuses. lf0 revisits this name periodically as hangar lease-up data, construction pace, and new-campus announcements reshape the investment case, so the company’s archive is organized chronologically rather than as a single static snapshot.





The Scorecard: 2 Month Update: SRG Strong Sell — Correct so far
Revisiting our Strong Sell call on SRG: entry $2.11, latest $1.64, -22.3%.
The Scorecard: 4 Month Update: SKYH Sell — Incorrect so far
Revisiting our Sell call on SKYH: entry $9.37, latest $9.54, +1.8%.
EPR Properties Stock Analysis: Buy or Sell? Leverage, FCF & Tenant Risk
EPR Properties (EPR) is rated Hold because cash generation is strong, but 6.1x net debt/EBITDA and concentrated exposure to Topgolf, AMC, and Regal limit upside.…
The Scorecard: 1 Month Update: SRG Strong Sell — Correct so far
Revisiting our Strong Sell call on SRG: entry $2.11, latest $1.86, -11.8%.
NewLake Capital Partners Stock Analysis: Buy or Sell? FCF, Revenue Decline & Valuation
NewLake Capital Partners (NLCP) is rated Hold as strong cash flow and a healthy balance sheet offset shrinking revenue and tenant concentration risk. The REIT’s…
The Scorecard: 3 Month Update: SKYH Sell — Incorrect so far
Revisiting our Sell call on SKYH: entry $9.37, latest $10.36, +10.6%.
The Scorecard: 2 Month Update: SKYH Sell — Incorrect so far
Revisiting our Sell call on SKYH: entry $9.37, latest $11.20, +19.5%.
The Scorecard: 1 Month Update: SKYH Sell — Incorrect so far
Revisiting our Sell call on SKYH: entry $9.37, latest $10.35, +10.5%.
Extra Space Storage Stock Analysis: Buy or Sell? Valuation, Leverage & Cash Flow
Extra Space Storage (EXR) is rated Hold as its strong self-storage moat is offset by a premium valuation and rising leverage. TTM free cash flow…
The Scorecard: SKYH Sell — Incorrect so far
Revisiting our Sell call on SKYH: entry $9.37, latest $10.66, +13.8%.
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