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real estate companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 1, 2025 by John Khoury · across every show →

Everything said about real estate companies, oldest first

Dec 1, 2025 bullish
Assertion Supported
Khoury: Six public real estate companies recently sold to private buyers at large premiums
“The output of that is in the last short period of time, we've seen six public processes for sales of real estate companies to the private market, all of which seem to be happening at Large premiums”
John Khoury Dec 1, 2025 ▶ 57:20 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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