“Having consistency and staying within your guardrails but still being active in the market, this is like differentiation time”
Animal Spirits Podcast · Talk Your Book: How Higher Rates Are Re-Shaping Commercial Real Estate
Play from 14:42
14:42
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What was described
stay active in the market while maintaining strict guardrails to differentiate from larger asset managers
Said nearby on the same subject
“We recruited the team that managed a mass, a much larger business. A bit like bringing in an asset manager who was managing $100 billion to go manage a billion dollar portfolio.”
“Stay invested is the first component… we have lots of data over long periods… shows that stay invested is much better than not being or trying to get in and out of the market.”