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13 results for “real estate”
Topic5 mentions across episodes
real estate
...Real estate is really a very powerful asset class. And listen, real estate to some degree, has been challenged in recent years, rising interest interest rates. Real estate got too expensive a few years ago. But again, generally speaking, it's really
33:45 / 34:51
from transcript33:45 – 34:51
...estate went down, you could buy it and just wait, and, generally, it would come back over time, and that's certainly not true anymore. The second thing that's happened is as the public market has proven to be an efficient place to own and hold assets
8:58 / 10:00
from transcript8:58 – 10:00
...real estate portfolio. I love that, man. So, real estate, again, they always say investing. Everybody goes for these sexy things that are wild and crazy. And, you know, we're going to build I think Elon said we should build quantum data centers and m
34:29 / 35:33
from transcript34:29 – 35:33
...real estate companies, hotel management companies, home builders, real estate service providers like CB Richard Allis or Jones Lang LaSalle. I would define everything we do as full 100% real estate companies, just not solely REITs. Both spaces have e
15:37 / 16:54
from transcript15:37 – 16:54
...of real estate is done with debt, including at the infrastructure level and, like, earlier on, there's a lot of pressure to not try something new. Even if it sounds like a good idea, it's like, you know what? If you try something new and it wins, we,
1:01:28 / 1:02:33
from transcript1:01:28 – 1:02:33
...real estate players. What has happened recently is you have large diversified asset managers that have added on real estate usually from an equity standpoint initially, and then added on credit. And usually, it's a team within a team that, in some ca
13:34 / 14:37
from transcript13:34 – 14:37
“While much of the world understandably worries about the effect AI is gonna have on the workforce, here in San Francisco, the workforce is working on AI, which means they're actually taking up a lot of real estate and offices to do it. AI is creating jobs, at least here.”
...up a lot of real estate and offices to do it. It's AI is creating jobs, at least here.
2:22 / 2:42
Bold/Contrarian2:22 – 2:42
“You realize, okay, we can be industry leaders, and then you realize the unit economics didn't work, and all of this growth is not a sustainable growth. I've seen this cycle multiple times. I've seen this happening in real estate tech, prop tech, with housing.com collapsing.”
...in real real estate tech, prop tech, you know, with housing.com
32:19 / 32:44
Consequences32:19 – 32:44
“You put those solar panels out there. They don't have the atmosphere to fight to get the energy of the sun. You don't have to cool the data center. Then you don't have a real estate cost.”
...have a real estate cost, and these things could daisy chain in some way, either lasers between them to send the data. And then, obviously, he's got the STARLINK.
5:21 / 5:51
Business Mechanics5:21 – 5:51
...real estate? If you look at the different real estate asset classes, it's the least controversial one. We can debate work from home with regards to office. We can debate on consumption patterns with retail. Data centers are too big for someone like u
17:12 / 18:17
from transcript17:12 – 18:17
...real estate is I talk about this a lot in the book that you have to think of everything in terms of real real returns. And that means you have to back out inflation and you have to back out all the other costs.
35:08 / 36:16
from transcript35:08 – 36:16
...estate? When I started looking at my own returns of my investments in 2020, I've invested in a bunch of real estate general partnerships over the last ten, fifteen years. My best after tax returns were coming from real estate because of the depreciat
8:14 / 9:21
from transcript8:14 – 9:21
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