Investors / stance tracking

What Carly Tripp is saying

MD, Invesco Real Estate; ex-global CIO, Nuveen Real Estate

5 dated public stances tracked since 2020-10-08, most recently 2020-10-08. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Carly Tripp's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Carly Tripp is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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tracked stances

themes

side flips

2020-10-08

last heard

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.

Scored calls

Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.

Date	Name	Call	90d	180d	1y
2020-10-08	INDUSTRIALS	bullish	+11.6%	+25.0%	+27.3%
2020-10-08	HEALTHCARE	owns	+7.8%	+9.5%	+20.0%

Most-argued themes

Theme	Stances	Mix	Last
HEALTHCARE	1	1 bullish	2020-10-08
INDUSTRIALS	1	1 bullish	2020-10-08
LA	1	1 bearish	2020-10-08
RESIDENTIAL / MULTIFAMILY HOUSING REAL ESTATE	1	1 bullish	2020-10-08
SUN BELT / SECONDARY MARKET REAL ESTATE (SALT LAKE CITY, SOUTHEAST)	1	1 bullish	2020-10-08

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2020-10-08 INDUSTRIALS bullish Delivering Alpha · video

E-commerce sales surged 40% YoY and adoption accelerated across previously slow demographics, structurally driving sustained demand for industrial and logistics properties

“e-commerce sales are up 40% year over year. That's further strengthened the industrial sector”

90d +11.6% · 180d +25.0% · 1y +27.3%