This Week in Intelligent Investing

Bill Chen on Public Equity Investing in Real Estate (Part 1)

May 20, 2024
Bill Chen, founder of Rhizome Partners, discusses the investment case for REITs, analyzing cap rates, market dynamics, and real estate as a public security. He emphasizes the benefits of investing in larger, more liquid REITs and conducting thorough on-site research for individual asset evaluation. The discussion also touches on reflexivity in REITs and the valuation of class A office buildings.
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