Many investors look at commercial real estate as a high-risk, confusing, and sometimes scary way to invest. Our guests today show us why this isn’t the case. From commercial real estate, to mortgage-backed securities, pandemic affects, and hedging risk, Matt Lasky of Equity LLC and Darren Kottle of Caddo Capital Management are on today to go through it all. Take a listen to learn more about private investments, hedging real estate with trading models, mortgage-backed securities, favorite investing books, levels of leverage, basic income effects on real estate, real estate debt, yield solo, deflationary periods, Maple & Ash, hedging fixed income, negative rates but not negative mortgages?, the future of large retail real estate, eating in the East Bay, and pandemic effects on future of real estate & mortgages.
Find the full episode links below:
Follow along with Matt on LinkedIn, Twitter, and the Equity LLC website.
Follow along with Darren on LinkedIn or click here to learn more about Caddo Capital Management’s ACXIX fund.
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