Real Assets, Real Value | Performance Review: H1 2026 - BSR Real Estate Investment Trust

BSRTF (holding update): Texas multifamily REIT down -8% since $13.30 writeup (July 2025), now $11.70. Sub-scale, levered name hurt by early entry as fundamentals haven't bottomed. Green shoots: occupancy rebuilding, positive blended lease rates Q2, but new leases negative. M&A optionality (60% Dallas/Austin) & FFO-driving ops initiatives intact.

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