Radio Show: The Gates Are Going Up! PLUS: The Set Up For Value & Trend-Following in 2023 | #464
The Meb Faber Show - Better Investing
Private REITs - What's the Biggest Drawdown Ever?
The private real estate space and the private space in general, does this sort of wink-nod behavior. It's affecting the big boys too because Blackstone and KKR both have these giant REIT funds that they're having to gate. The bid ass spread on a lot of venture capital secondary market transactions is one of the highest it's ever been.
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