Archive - Lewis Enterprises

Armada Hoffler Properties (AHH)

Entering "deep value" territory, but with catalysts afoot

11 hrs ago •

Bridging the Institutional, Sub-Institutional Real Estate Divide

A conversation with Adam Cohen of Complement Real Estate Advisors

Jun 15 •

51:40

REITs Back Up the Truck

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

Jun 5 •

May 2025

It Takes Money to Make Money

The undeniable logic of Basic Capital

May 29 •

The Theology of Finance

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

May 14 •

and

49:17

April 2025

Looking for opportunities in international property markets

Apr 27 •

Extraordinary Physical Assets

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

Apr 16 •

and

36:31

The Inevitability of Trade, Trump & Tariffs

Apr 13 •

Going Further with Cushman & Wakefield

Apr 3 •

March 2025

Lineage Logistics

Will Cold Storage Ever Shake its Chill

Mar 26 •

In Defense of Writing

Financial Journalism in the Age of AI with Evan Lorenz of Grant's Interest Rate Observer

Mar 12 •

42:16

Everything is Infrastructure

Blackstone, Safe Harbor Marinas, and the new asset management gambit

Mar 4 •

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