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Sam Zell - The Grave Dancer on Private REITs, the Macro Landscape, & Timeless Investing Wisdom | #478

The Meb Faber Show - Better Investing

CHAPTER

The HP 12 Factor and the Importance of Opportunity

The concept of supply and demand seems to permeate everything, right? It's such a basic concept. Do you think that the similar takeaways from that concept is valid as far as opportunity? And where would Sam of today get started? I'm not sure I know where Sam would get started today, but what you're talking about is what I refer to as the HP 12 factor. Somewhere around 1980, you would pack or invent it the HP 12. That meant that you could do a 10 year analysis of a projection of a property and reach some conclusions. The commercial real estate market in the United States went from a very local market to a very national market.

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