Commonwealth Asset Management
5 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jul 13, 2020 by Adam Fisher · said 4 times in 1 episodes since 2020 · across every show →
Mentions by year
brought up most by Ted Seides (3), Adam Fisher (1)
tap a year for its mentions
Everything said about Commonwealth Asset Management, oldest first
Jul 13, 2020 negative
Fisher: Committed real estate funds distort alignment and dull creativity
“I think it's not that great for the sponsor. It's great in the sense that you get a huge amount of capital in our management, you get all these asset management fees and all this other stuff, but I think it makes you do stupid things. The alignment's all off, …”
Jul 13, 2020 bullish
Fisher: Commonwealth focuses thematic real estate on data centers and sound stages
“The one we chose was investing in data centers and we continue to invest in that. And then the other one, which we've most more recently kind of tripped into is sound stages for content production. And so those two share in many ways, a lot of similarities and…”
Jul 13, 2020 neutral
Fisher: Real estate investors bet 80% on the asset and 20% on the person
“To some degree, the person is betting on the asset, probably the way most people look at it, myself included, because I've been on the other side of these conversations as an investor, not as a sponsor, is you're betting maybe 80% on the asset and 20% on the p…”
Jul 13, 2020 positive
Fisher: Exploit rare, repeatable human errors with aggressive leverage
“That's where I am as Commonwealth is I got to find trades where machines can't intervene. And where I can find persistency of an essence human error. And I would say to you that the number of them are small. And that's why I've asked my investors to say, look,…”