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real estate

4 statements across 4 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement May 3, 2017 by Brendan Wallace · across every show →

Everything said about real estate, oldest first

May 3, 2017 bullish
Assertion Supported
Real estate represents 14 percent of the US economy
“Obviously, you have real estate, which is the largest industry in the U.S. It's 14% of the U.S. Economy. It's the largest asset class. It's the largest lending category. It's the largest store of consumer wealth.”
Brendan Wallace May 3, 2017 ▶ 4:47 20VC: How LPs Can Add Strategic Value To Portfolio Companies & Why Real Estate Is On Every Whiteboard In Silicon Valley with Brendan Wallace, Co-Founder @ Fifth Wall
May 6, 2019 neutral
Assertion Supported
Real estate is the largest US industry, representing 13% of GDP
“Real estate is the largest industry in the US. It's really 13% of the US GDP.”
Brendan Wallace May 6, 2019 ▶ 32:00 20VC: Why Consumer Brands Must Embrace Physical Retail To Avoid Inflated Online CACs, How To Alter Fund Strategy When Investing In Consumer Retail & Why The Era of The 1,000 Store Brand Is Over with Brendan Wallace, Founder and Managing Partner @ Fifth Wa
Mar 30, 2020 neutral
Assertion Supported
Marks: US Public Market Valuations Dropped 35% Before Private Markets Adjusted
“In the US, we have had that effect. As before today, I don't know where the market closed today, but it was up substantially, like, eight or so percent when I last looked. Before today, I think the market was down about 35%, so I wouldn't agree with your premi…”
Howard Marks Mar 30, 2020 ▶ 12:19 20VC: Howard Marks on How COVID-19 Impacts Our Economy, Liquidity and National Debt, Why The Theory of Falling Knives and Market Bottoms is Wrong & Why The Best Investors Are Fundamentally Unemotional
May 5, 2023 positive
Assertion Contradicted
Rodriguez: A-Rod Corp focuses exclusively on sports and real estate
“So what that looks like today at Iraq Corp, we do two things. We do sports and we do real estate, right?”
Alex Rodriguez May 5, 2023 ▶ 18:35 Alex Rodriguez: From MVP to CEO; Business Lessons from Warren Buffett & Magic Johnson | E1010 · 20VC with Harry Stebbings
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