Bill Chen on why the opportunity exists right now in publicly-traded Real Estate

Yet Another Value Podcast

English - October 09, 2023 13:29 - 1 hour - 130 MB
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Previous Episode: HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA

Next Episode: Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies

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

This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.