UK Commercial Real Estate Is Undervalued w/ Tom Caddick

1

Introduction

00:00 • 1min

2

Ned Group's First in-House Investment Boutique

01:29 • 3min

3

The Price Discovery Problem in Investment Trusts

04:47 • 2min

4

The Disadvantages of Retail Investment Trusts

06:22 • 4min

5

The Price Disparity Between Rates and Global Rates

10:22 • 2min

6

The Problems With US CRE Refinancing

11:58 • 2min

7

The Challenges of Refinancing Real Estate

13:35 • 1min

8

The Refi Situation in the CRE Market

15:02 • 2min

9

The Advantages of Low Rates

16:36 • 2min

10

The Challenges of Financing in the Real Estate Market

18:22 • 3min

11

The Ungainly Structure of Commercial Real Estate Assets

21:05 • 2min

12

The Real Vision Daily Briefing

22:36 • 5min

13

The Fed's Recession Risks

27:39 • 2min

14

The Decline of Rents in the Economy

29:24 • 2min

15

The Importance of Industrial Policy in the US

30:56 • 4min

16

The Repurposing of Models

34:48 • 2min

17

The Biggest Threat to the Forex Market

36:54 • 2min

18

The Reflexive Disaster of the 1970s

39:00 • 2min

19

The Importance of Diversification in Real Estate

40:57 • 2min

20

The Paradox of Investing in Property

42:51 • 2min

21

The Importance of Diversification in Equity Investments

44:34 • 2min