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Activism, REITs, capital allocation and Four Corners Property Trust with Bill Lenehan | S06 E46

The Acquirers Podcast

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Navigating REITs: Strategies and Insights

This chapter explores the comparison between Real Estate Investment Trusts (REITs) and simple models like C. elegans, focusing on effective capital allocation strategies. It discusses the importance of context in decision-making, the impact of COVID-19 on investment strategies, and the need for resilient financial practices. Through personal anecdotes and reflections on market dynamics, it emphasizes the value of patience and disciplined judgment in seizing investment opportunities.

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