Thematic Real Estate Investing
The discussion highlights the shift in investment strategies post-Covid, emphasizing a broader approach to real estate. It delves into the nuances of thematic versus traditional real estate investing, underscoring the importance of challenging assumptions and the complexity of arguments in thematic investing. Ultimately, it reinforces that while the fundamentals remain consistent, the depth of analysis required varies significantly.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
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