[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Capital Allocators – Inside the Institutional Investment Industry
Reconstructing the Real Estate Portfolio: Lessons in Diversification
This chapter explores a critical turning point in a portfolio's real estate construction, highlighting the drawbacks of excessive diversification. The hosts reflect on the necessary strategic overhaul to foster confidence and improve asset management.
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