Real estate investor and Managing Director at Rhizome Partners, Bill Chen, discusses the discrepancies between publicly-traded and private real estate markets, explores the current real estate environment in relation to historical periods, and shares his real estate thesis. He also talks about liquidation premium, geographic risk, financing during a distress cycle, and why this opportunity exists in publicly-traded real estate.

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.

Bill Chen, founder and managing partner of Rhizome Partners, shares his insights on public equity investing in real estate. He emphasizes the importance of on-the-ground analysis and pre-mortem failure assessments to predict investment pitfalls. The discussion covers the risks of REITs, particularly around management quality and governance structures, revealing how family ownership can affect investor decisions. Chen also delves into post-COVID market changes and investment strategies, while comparing capital cycle approaches in real estate and manufacturing sectors.

Bill Chen, a real estate investor and Managing Director at Rhizome Partners, shares insights into the booming publicly traded real estate market. He discusses the impressive performance of REITs and elaborates on the importance of effective management. Bill also pitches Apartment Investment & Management Co. ($AIV), highlighting undervaluation potential and key growth catalysts, particularly the sale of valuable Miami assets. He emphasizes the need for thorough due diligence and strategic capital allocation in navigating the complex landscape of real estate investments.

Real Estate Investment Trusts expert Bill Chen discusses due diligence processes, investment strategies, and market conditions for multifamily and office REITs. The podcast covers cap rates, public REIT decisions, distressed assets, and the impact of interest rates on investment returns. Insightful discussions on market fears, analyzing REIT investments, grocery-anchored shopping centers, and the correlation between interest rates and real estate investments.