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TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle
We Study Billionaires - The Investor’s Podcast Network
Dealing With Dislocation in the Capital Markets
In a market with dislocation, particularly when it comes to capital markets, you think about what does make sense in a dislocated market. And we're pursuing deal flow that we think fits these categories. The first are non-performing loans. It's really when they're a non-performing in their state of default and I think creates the most interesting opportunity because it has a lot to do with the banking.
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