TCW
TCW Global Real Estate Fund
Global Real Estate
Jun 2025 → Sep 2025
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of TCW for every strategy.
Its investment theses
- Iron Mountain, Inc.Sep 2025Iron Mountain, Inc. is well-positioned to benefit from growth in data centers, records management, and digital solutions due to its leading market share in the Asset Lifecycle Management industry.
- Public StorageJun 2025Public Storage is the largest global self-storage provider capitalizing on digital and automation advancements to gain a competitive edge over smaller operators, presenting a compelling roll-up opportunity.