The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 18,947 123,000 SH   OTR 1 123,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,232 8,000 SH   SOLE 0 8,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 28,526 129,000 SH   OTR 1 129,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,747 7,900 SH   SOLE 0 7,900 0 0
AMERICOLD RLTY TR COM 03064D108 15,465 417,196 SH   OTR 1 417,196 0 0
AMERICOLD RLTY TR COM 03064D108 1,290 34,804 SH   SOLE 0 34,804 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 10,845 218,611 SH   OTR 1 218,611 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 11,672 287,350 SH   OTR 1 287,350 0 0
COSTAR GROUP INC COM 22160N109 653 1,100 SH   SOLE 0 1,100 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 20,017 144,000 SH   OTR 1 144,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,397 10,050 SH   SOLE 0 10,050 0 0
CYRUSONE INC COM 23283R100 20,708 261,800 SH   OTR 1 261,800 0 0
CYRUSONE INC COM 23283R100 1,598 20,200 SH   SOLE 0 20,200 0 0
DRIVE SHACK INC COM 262077100 14,413 3,344,000 SH   OTR 1 3,344,000 0 0
DRIVE SHACK INC COM 262077100 7,674 1,780,512 SH   SOLE 0 1,780,512 0 0
EQUINIX INC COM 29444U700 13,901 24,100 SH   OTR 1 24,100 0 0
EQUINIX INC COM 29444U700 1,056 1,830 SH   SOLE 0 1,830 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 17,675 132,300 SH   OTR 1 132,300 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 1,229 9,200 SH   SOLE 0 9,200 0 0
EXTRA SPACE STORAGE INC COM 30225T102 5,841 50,000 SH   OTR 1 50,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 19,242 1,270,086 SH   OTR 1 1,270,086 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 2,175 143,570 SH   SOLE 0 143,570 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 20,823 519,537 SH   OTR 1 519,537 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,459 36,405 SH   SOLE 0 36,405 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 7,759 84,000 SH   OTR 1 84,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 5 48 SH   SOLE 0 48 0 0
INVITATION HOMES INC COM 46187W107 3,641 122,964 SH   OTR 1 122,964 0 0
LAS VEGAS SANDS CORP COM 517834107 8,163 141,328 SH   OTR 1 141,328 0 0
LAS VEGAS SANDS CORP COM 517834107 276 4,778 SH   SOLE 0 4,778 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 4,861 123,158 SH   OTR 1 123,158 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 17,114 512,861 SH   OTR 1 512,861 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,190 35,651 SH   SOLE 0 35,651 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 9,327 594,831 SH   OTR 1 594,831 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 578 36,857 SH   SOLE 0 36,857 0 0
PROLOGIS INC COM 74340W103 6,322 74,182 SH   OTR 1 74,182 0 0
PROLOGIS INC COM 74340W103 496 5,818 SH   SOLE 0 5,818 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 17,001 70,500 SH   OTR 1 70,500 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,158 4,800 SH   SOLE 0 4,800 0 0
SUN CMNTYS INC COM 866674104 14,993 101,000 SH   OTR 1 101,000 0 0
SUN CMNTYS INC COM 866674104 1,247 8,400 SH   SOLE 0 8,400 0 0
SWITCH INC CL A 87105L104 33,020 2,113,934 SH   OTR 1 2,113,934 0 0
SWITCH INC CL A 87105L104 2,474 158,376 SH   SOLE 0 158,376 0 0
WYNN RESORTS LTD COM 983134107 9,633 88,600 SH   OTR 1 88,600 0 0
WYNN RESORTS LTD COM 983134107 253 2,325 SH   SOLE 0 2,325 0 0