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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 Importance of Preparing for Market Cycles

I like your quote where you say liquidity equals value. And so thinking about real estate in particular, but going through some of these cycles,. early 70s is such a good example because I always, I'm a quant. So I love looking at historical returns and we've even tried to model quote simulated, reads back to 1900s. What do you think? Do you think that has implications? Do you see that as creating any sort of opportunities or structures? Because it seems to be like we are now in an environment that's very unfamiliar for people who've been doing it for even 10, 20, 30 years.

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