core real estate

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Dec 6, 2021 by Ian Charles · across every show →

Everything said about core real estate, oldest first

Dec 6, 2021 positive
Opinion
Sports team minority stakes blend infrastructure, real estate, and growth equity
“It had a lack of correlation. It's really hard to find. It had attributes that looked a little bit like a blend of core infrastructure, core real estate, but also growth equity.”
Ian Charles Dec 6, 2021 ▶ 11:36 Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Jun 5, 2023 bearish
Opinion
East Rock avoids credit, core real estate, and infrastructure as low-reward
“Some of the differences, first, there are a set of Areas that endowments seem to like to invest in that to us seemed like poor returns on risk. And so those included for most of the 16 years we've been doing this, most of credit has fallen in that category. Wh…”
Adam Shapiro Jun 5, 2023 ▶ 43:04 Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
Feb 24, 2025 positive
Disclosure
Barth: Core real estate became investable in 2022 after 20 years
“For 20 plus years, core real estate was uninvestable for us. In 22, core real estate became investable for us again, just from a lack of capital.”
Brett Barth Feb 24, 2025 ▶ 47:03 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
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