The Meb Faber Show - Better Investing
Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing | #496
Aug 23, 2023
Phil Bak, CEO of Armada ETFs, gives a masterclass on real estate investing. He covers the residential real estate space and introduces his solution to the problem investors have faced this year with private REIT strategies. Phil discusses his use of AI and machine learning in the REIT space and shares his most memorable investment. He also talks about changing market dynamics due to shifting Fed actions and lessons from investing in baseball cards.
01:02:50
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Quick takeaways
- Understanding specific dynamics of the real estate market is crucial for informed investment decisions.
- Private REIT funds faced liquidity issues during the pandemic, highlighting the need for better compensation and risk management.
Deep dives
Real Estate Investing Master Class
In this episode, Phil Bach, CEO of Armada ETFs, provides a master class on real estate investing. He discusses the residential real estate space and the challenges faced by investors in private REIT strategies. He also shares how Armada ETFs is using AI and machine learning to enhance the REIT space through their long-only hedge fund. Bach emphasizes the importance of understanding the unique factors that drive REIT valuations and the need to think deeply about the specific dynamics of the real estate market. He also highlights the potential risks and opportunities presented by private REIT funds and explains how customization and technological advancements can lead to better outcomes for investors.
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