Zortix matched this thesis to Real estate ETFs as one way for retail investors to get exposure. Not a recommendation.
Asset-value framework protects REIT investors in tops
The speaker argued that valuing Real Estate Investment Trusts on structural replacement cost provides better downside protection than private-market cap-rate comparisons.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.