Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

← All companies

Real Estate

33 real estate companies mentioned in the letters, sorted by how many letters talk about them.

Other sectors

Companies

  1. MERLIN Properties12 letters
  2. Asia Standard International11 letters
  3. Renta Corporación11 letters
  4. Hammerson10 letters
  5. Howard Hughes9 letters
  6. Helical9 letters
  7. Straits Trading8 letters
  8. Redfin7 letters
  9. Douglas Elliman7 letters
  10. Cromwell Property7 letters
  11. Kaisa Group6 letters
  12. Emaar5 letters
  13. Seaport Entertainment5 letters
  14. Zillow5 letters
  15. SmartRent4 letters
  16. LSL Property Services3 letters
  17. Tai Cheung Holdings3 letters
  18. CoStar3 letters
  19. British Land3 letters
  20. CBRE3 letters
  21. Metrovacesa3 letters
  22. Sino Land3 letters
  23. Midland Holdings2 letters
  24. Millenium Hospitality Real Estate2 letters
  25. Balwin Properties2 letters
  26. Tejon Ranch2 letters
  27. AvalonBay1 letter
  28. Morguard REIT1 letter
  29. Invitation Homes1 letter
  30. Keller Williams1 letter
  31. Vanke1 letter
  32. Opendoor1 letter
  33. Innovative Industrial Properties1 letter

Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.