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opportunistic real estate

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 20, 2019 by Tim Recker · across every show →

Everything said about opportunistic real estate, oldest first

May 20, 2019 negative
Insight
Opportunistic Real Estate Functions as Private Equity and Must Compete Similarly
“Once you're opportunistic real estate, you're just private equity. And so if that's the case, then just call it what it is and let's let it compete For the best return.”
Tim Recker May 20, 2019 ▶ 1:01:35 Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
Sep 11, 2023 neutral
Insight
Puffer: Opportunistic real estate is less of a direct inflation hedge
“The more opportunistic part of the real estate market is less of a direct inflation hedge.”
Marlene Puffer Sep 11, 2023 ▶ 50:49 Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
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