Ari Lazar sees value in $KW
Yet Another Value Podcast
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What Do You Think About Reat Financial Engineering?
K w is not a reek, which yoet, a little surprising to me, right? Up of the we estimated their value, att, i don't know, before debt, it was like 11 billion dollars en value. Of that, nine billion or so was net operating producing properties,. Those are exactly what are meant to be inside of reets, right? Big malty family that produces consistent cash flow. It strikes me as inefficient that it's not a reat right now. So many lika explained before, the aspects of the fee bearing versus the property owning that make the other one a better business is so valuable. Why would they want i ruin that?
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