Bill Chen, a real estate investor and Managing Director at Rhizome Partners, returns to the podcast to provide his latest insights on what's happening in publicly-traded real estate market, private real estate market and literally everything real estate in between.
For more information about Rhizome Partners, please visit: http://rhizomepartners.com/
Chapters:
[0:00] Introduction + Episode sponsor: Alphasense
[1:38] Discrepancy between publicly-traded real estate and private market value / what's going on in REITs
[4:27] How does current Real Estate environment relate to similar historical periods
[9:26] Bill Chen's current real estate thesis
[13:58] Liquidation premium and where we are in the real estate cycle
[22:43] Public market trades below the private market - why shouldn't public market real estate trade for discount to private market?
[26:45] Real estate diversification, geographic risk and tax breaks
[38:38] Running apartments buildings net debt
[43:25] How to finance a distress cycle and capital allocation strategies during this time
[52:51] Why invest in real estate vs. (for lack of a better term) a lot of other stuff right now
[1:01:21] Why Bill Chen thinks this opportunity exists right now in publicly traded real estate
Today's episode is sponsored by: Alphasense
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