Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 3min
Kenny Wilson Real Estate
02:46 • 3min
The Best Place to Start Is on Twitter
05:38 • 2min
Brookfield Asset Management
07:33 • 4min
The K W E Deals Happened in Two Thousand 17
11:32 • 4min
The Kdons Is the Shovel. It's a Hotel.
15:15 • 3min
Is There a Cap Rate for Real Estate?
18:35 • 3min
Inflation, Is It a Good Idea?
21:07 • 3min
Office Assets in the Uk
23:41 • 5min
What's a Half % Among Friends?
28:29 • 4min
What Is the Value of the Development Assets?
32:35 • 2min
Development Real Estate
34:50 • 2min
Is It Worth Talking of Valuation?
36:50 • 3min
Is There a Real Value in a Trophy Asset?
39:34 • 6min
The Lenders Aren't Doing Due Diligence on the Borrower.
45:11 • 3min
I Think You're Not a Hairdresser, Right?
48:35 • 2min
Is K W Trading a Discount a N a V?
50:55 • 4min
What Do You Think About Reat Financial Engineering?
54:57 • 2min
The Tax Efficient Dividend Structure
56:59 • 5min
Is the Market Always Going to Care?
01:01:49 • 3min
The Stock Market Is Not Growing, but It's Getting Cleaner
01:04:28 • 2min
Is There Anything We Shouldn't Have Covered?
01:06:28 • 3min