Ryan Dobratz
Works at Third Avenue running their real estate strategy. Focuses on well-capitalized companies and select pockets of the residential and commercial markets.
Best podcasts with Ryan Dobratz
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50 snips
Nov 30, 2024 • 1h 22min
Ryan Dobratz - Real Opportunities
Ryan Dobratz, a portfolio manager at Third Avenue Management specializing in real estate, shares insights on the firm's real estate strategy. He advocates for real estate operating companies over traditional REITs, exploring investment potential in firms like CBRE. The discussion includes challenges in the office market and a deep dive into opportunities within Fannie Mae and Freddie Mac. Dobratz also reflects on his career journey and highlights the shifting dynamics in residential real estate amid rising mortgage rates.
34 snips
Aug 19, 2025 • 1h 13min
Ryan Dobratz - Fannie, Freddie & The Future
Ryan Dobratz, who runs the real estate strategy at Third Avenue, dives into the intriguing world of Freddie Mac and Fannie Mae. He discusses the political pressures facing these giants and their potential exit from conservatorship. The conversation delves into the current housing landscape, highlighting a recovery in new home construction and the rising interest in manufactured housing. Dobratz also shares insights on how AI is set to transform industrial real estate logistics and the impact of interest rates on various market sectors.
