Macro and Real Estate
Adam discusses the challenges of navigating a market with heightened correlation and low interest rates, emphasizing the need for investors to embrace volatility. He highlights the unique advantages of real estate investing as a macro asset class, noting its vast scale and the interconnectedness of various economic factors. By understanding these dynamics, investors can better position themselves for long-term success.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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