Yet Another Value Podcast

Ari Lazar sees value in $KW

Dec 2, 2021
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Episode notes
1
Introduction
00:00 • 3min
2
Kenny Wilson Real Estate
02:46 • 3min
3
The Best Place to Start Is on Twitter
05:38 • 2min
4
Brookfield Asset Management
07:33 • 4min
5
The K W E Deals Happened in Two Thousand 17
11:32 • 4min
6
The Kdons Is the Shovel. It's a Hotel.
15:15 • 3min
7
Is There a Cap Rate for Real Estate?
18:35 • 3min
8
Inflation, Is It a Good Idea?
21:07 • 3min
9
Office Assets in the Uk
23:41 • 5min
10
What's a Half % Among Friends?
28:29 • 4min
11
What Is the Value of the Development Assets?
32:35 • 2min
12
Development Real Estate
34:50 • 2min
13
Is It Worth Talking of Valuation?
36:50 • 3min
14
Is There a Real Value in a Trophy Asset?
39:34 • 6min
15
The Lenders Aren't Doing Due Diligence on the Borrower.
45:11 • 3min
16
I Think You're Not a Hairdresser, Right?
48:35 • 2min
17
Is K W Trading a Discount a N a V?
50:55 • 4min
18
What Do You Think About Reat Financial Engineering?
54:57 • 2min
19
The Tax Efficient Dividend Structure
56:59 • 5min
20
Is the Market Always Going to Care?
01:01:49 • 3min
21
The Stock Market Is Not Growing, but It's Getting Cleaner
01:04:28 • 2min
22
Is There Anything We Shouldn't Have Covered?
01:06:28 • 3min