
JF 3983: Asset Management Insights, Third-Party Risks, LP Due Diligence Tips Ft. Tyler Krengle
The Best Ever CRE Show
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Investing in Vertically Integrated Firms
This chapter discusses the advantages of investing in vertically integrated companies, highlighting their alignment with organic demand and portfolio performance. It contrasts the experiences of investors who favor established institutions with those supporting emerging managers, underscoring unique challenges and returns. The chapter also emphasizes the role of emotional intelligence and operational intent in effective asset management, particularly in enhancing tenant relations and community impact.
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