The Business Brew
Hunter Hopcroft - In Defense of REITS (and Marty Whitman!)
May 16, 2024
Hunter Hopcroft, Managing Director at Armada ETF Advisors, discusses REITs and market trends. Topics include public vs private REITs, Blackstone's investments, dividend growth, and multifamily housing scenarios. The conversation also touches on AI, energy, and Marty Whitman's legacy in finance.
01:07:30
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Quick takeaways
- Understanding the difference between public and private REIT allocations is crucial for informed investment decisions.
- Public market REITs tend to have lower leverage compared to private market counterparts, influencing risk profiles and potential returns.
Deep dives
Transition to REIT-Focused Asset Management
The speaker recounts their career transition into REIT-focused asset management, emphasizing the move from analyzing private real estate allocations to focusing on REITs. This shift is motivated by the belief in the potential of REITs in a post-COVID environment, where the speaker identifies opportunities and advantages in REITs as a beneficiary. The discussion highlights the speaker's career evolution and the strategic shift towards a REIT-focused investment approach.
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