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Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

Yet Another Value Podcast

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Navigating Real Estate Challenges

This chapter explores the challenges facing San Francisco's real estate market in light of broader macroeconomic conditions, contrasting it with more favorable markets like San Diego. The discussion highlights the impact of natural disaster risks, particularly hurricanes in Florida, on investment strategies. It also examines the credibility of management claims regarding hotel industry returns and the valuation discrepancies of Pebblebrook compared to its peers.

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