The next REIT privatization wave is underway
Breakfast with Benjamin: The swelling gap between public and private valuations is making REITs a sweet target.
- The swelling gap between public and private valuations is making REITs a sweet target. A treasure trove of properties
- Taking a swipe at liquid alternative investments is always fair. But blaming the current market environment on the category might be a bit of a stretch. It’s both complicated and frustrating
- Follow the hedge fund filings and trade like a whale. There’s nothing stopping you. The system isn’t perfect
- Risk-parity strategies, like any other long-term strategy, need to be treated like a long-term investment. The strategy has a perception problem more than anything else
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