Subscribe
Sign in
Home
Podcast
L.E. Memos
byProforma Research
Archive
About
Latest
Top
Discussions
REITs Back Up the Truck
NAREIT, ETFs, Buybacks and Jonathan Litt's Scrappy Activism
Jun 5
•
Hunter
7
Share this post
Lewis Enterprises
REITs Back Up the Truck
Copy link
Facebook
Email
Notes
More
May 2025
It Takes Money to Make Money
The undeniable logic of Basic Capital
May 29
•
Hunter
18
Share this post
Lewis Enterprises
It Takes Money to Make Money
Copy link
Facebook
Email
Notes
More
2
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
Share this post
Copy link
Facebook
Email
Notes
More
1
49:17
April 2025
Study Abroad
Looking for opportunities in international property markets
Apr 27
•
Hunter
11
Share this post
Lewis Enterprises
Study Abroad
Copy link
Facebook
Email
Notes
More
Extraordinary Physical Assets
Alluvial's Dave Waters on finding and investing in the irreplaceable
Apr 16
•
Hunter
and
Dave Waters
22
Share this post
Copy link
Facebook
Email
Notes
More
36:31
Manifest
The Inevitability of Trade, Trump & Tariffs
Apr 13
•
Hunter
41
Share this post
Lewis Enterprises
Manifest
Copy link
Facebook
Email
Notes
More
3
Going Further with Cushman & Wakefield
South that is!
Apr 3
•
Hunter
7
Share this post
Lewis Enterprises
Going Further with Cushman & Wakefield
Copy link
Facebook
Email
Notes
More
3
March 2025
Lineage Logistics
Will Cold Storage Ever Shake its Chill
Mar 26
•
Hunter
19
Share this post
Lewis Enterprises
Lineage Logistics
Copy link
Facebook
Email
Notes
More
3
In Defense of Writing
Financial Journalism in the Age of AI with Evan Lorenz of Grant's Interest Rate Observer
Mar 12
•
Hunter
22
Share this post
Copy link
Facebook
Email
Notes
More
1
42:16
Everything is Infrastructure
Blackstone, Safe Harbor Marinas, and the new asset management gambit
Mar 4
•
Hunter
9
Share this post
Lewis Enterprises
Everything is Infrastructure
Copy link
Facebook
Email
Notes
More
3
February 2025
From Investment to Savings
Private equity, private credit and the push for markets to "deliver retirement"
Feb 23
•
Hunter
16
Share this post
Lewis Enterprises
From Investment to Savings
Copy link
Facebook
Email
Notes
More
Dawn Patrol
How a smart real estate strategy could make First Watch the next Texas Roadhouse
Feb 18
•
Hunter
4
Share this post
Lewis Enterprises
Dawn Patrol
Copy link
Facebook
Email
Notes
More
1
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts