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L.E. Memos
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Study Abroad
Looking for opportunities in international property markets
Apr 27
•
Hunter
7
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Study Abroad
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Extraordinary Physical Assets
Alluvial's Dave Waters on finding and investing in the irreplaceable
Apr 16
•
Hunter
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Dave Waters
21
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36:31
Manifest
The Inevitability of Trade, Trump & Tariffs
Apr 13
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Hunter
37
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Manifest
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3
Going Further with Cushman & Wakefield
South that is!
Apr 3
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Hunter
7
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Going Further with Cushman & Wakefield
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3
March 2025
Lineage Logistics
Will Cold Storage Ever Shake its Chill
Mar 26
•
Hunter
18
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Lineage Logistics
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3
In Defense of Writing
Financial Journalism in the Age of AI with Evan Lorenz of Grant's Interest Rate Observer
Mar 12
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Hunter
22
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1
42:16
Everything is Infrastructure
Blackstone, Safe Harbor Marinas, and the new asset management gambit
Mar 4
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Hunter
9
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Everything is Infrastructure
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3
February 2025
From Investment to Savings
Private equity, private credit and the push for markets to "deliver retirement"
Feb 23
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Hunter
16
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From Investment to Savings
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Dawn Patrol
How a smart real estate strategy could make First Watch the next Texas Roadhouse
Feb 18
•
Hunter
4
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Dawn Patrol
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1
Humble Pie
Listen now (39 mins) | A conversation with Dan Rasmussen, author of "The Humble Investor"
Feb 2
•
Hunter
13
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4
39:24
January 2025
Growing on Trees
Are excess returns growing in Timber REITs?
Jan 26
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Hunter
21
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Growing on Trees
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Promise and Peril
REIT Themes for 2025
Jan 12
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Hunter
6
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Promise and Peril
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3
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