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Valuation, Demographics, Urbanization

Grant’s Current Yield Podcast

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How to Get Comfortable Investing in Different Time Zones?

In Vietnam, they don't even require English financial statements. Being listed in a developed market like the US is no fail safe against fraud or management teams who will just, you know, pick your pocket. There's actually a skew towards better governance than the average, but there's still a lot of bad governance out there. And because we're investing in publicly traded real estate, which many listeners might think of real estate as a private equity opportunity - it's increasingly in emerging markets.

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