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Bill Chen on Clipper Realty and the NYC apartment boom

Yet Another Value Podcast

CHAPTER

The Inflation Beneficiary, Right?

i don't think i'd be crazy to say clipper's a huge beneficer of inflation, right? Like most their ildings. I'm looking at theire det right now, almost all of it is locked up for the next seven to ten years at very low interest rates. And wol i was just thinking, like, new york city is the ultimate compounder ro market, right? You just buy it and you hold it forever, and then you let the demographics and the moat do the work for you.

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