Ryan Dobratz - Real Opportunities
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2024/11/30
The Business Brew
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Chapters
Welcome to the Business Brew
Introducing Ryan Dobratz and Third Avenue Funds
Disclaimer and Financial Advice Warning
Starting the Conversation with Ryan Dobratz
Ryan's Career Journey and Early Influences
Joining Third Avenue and Moving to New York
Strategic Move to Austin and Real Estate Insights
Challenges and Opportunities in the Office Sector
Investing in Real Estate Services Companies
Philosophy on NAV and Investment Strategies
Preference for C Corps Over REITs
Prologis and Industrial Real Estate
Public vs. Private Real Estate Investments
Incentives and Behavioral Finance in Private Markets
Active vs Passive Investing in Real Estate
Third Avenue's Real Estate Strategy
Residential Real Estate Investments
Fannie Mae and Freddie Mac: A Deep Dive
Challenges and Opportunities in Tower REITs
Conclusion and Final Thoughts
Shownotes
Transcript
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