Alpha ex-Ante

How evolving capital markets are shaping a new theory of the firm

Nov 2 • 

Hunter

41

3

5

August 2025

Sharp Knives vs. Dull Knives

Applying Kitchen Wisdom to Markets

Aug 14 • 

Hunter

30

2

July 2025

Starwood's Net Lease Gamble

Let's add a little duration to this MREIT

Jul 17 • 

Hunter

7

2

Capital Migration

How Equity Market Dysfunction Built Private Credit

Jul 7 • 

Hunter

17

3

7

June 2025

Armada Hoffler Properties (AHH)

Entering "deep value" territory, but with catalysts afoot

Jun 23 • 

Hunter

13

2

1

Bridging the Institutional, Sub-Institutional Real Estate Divide

A conversation with Adam Cohen of Complement Real Estate Advisors

Jun 15 • 

Hunter

6

51:40

REITs Back Up the Truck

NAREIT, ETFs, Buybacks and Jonathan Litt's Scrappy Activism

Jun 5 • 

Hunter

8

1

May 2025

Basic Capital: It Takes Money to Make Money

The undeniable logic of Basic Capital

May 29 • 

Hunter

25

2

6

The Theology of Finance

Listen now (49 mins) | Zohar Atkins on what we are talking about when we talk about finance

May 14 • 

Hunter

 and 

Zohar Atkins

14

1

3

49:17

April 2025

Study Abroad

Looking for opportunities in international property markets

Apr 27 • 

Hunter

15

4

Extraordinary Physical Assets

Alluvial's Dave Waters on finding and investing in the irreplaceable

Apr 16 • 

Hunter

 and 

Dave Waters

23

5

36:31

Manifest

The Inevitability of Trade, Trump & Tariffs

Apr 13 • 

Hunter

42

3

6