Real Estate Insights
Adam discusses the profound impact of Fed policy on real estate, highlighting its unique position as a levered asset class. He emphasizes the importance of understanding real rates, especially in a deflationary environment, and how this knowledge shapes investment strategies. With a focus on the current economic landscape, he shares insights on opportunities in Europe, particularly regarding Italian bonds and their implications for the broader market.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)
Related Questions
Should I invest in real estate based on the episode 331 | What Does Inflation Mean for Investors? and the clip Real Estate Insights?
Does it make sense to buy a rental property when interest rates are high, based on the episode Where Stress Is Showing in the $20 Trillion Commercial Real Estate Market and the clip Commercial Real Estate Trends?