Sharp Knives vs. Dull Knives

Applying Kitchen Wisdom to Markets

Aug 14 • 

Hunter

22

July 2025

Starwood's Net Lease Gamble

Let's add a little duration to this MREIT

Jul 17 • 

Hunter

7

Capital Migration

How Equity Market Dysfunction Built Private Credit

Jul 7 • 

Hunter

13

3

June 2025

Armada Hoffler Properties (AHH)

Entering "deep value" territory, but with catalysts afoot

Jun 23 • 

Hunter

13

2

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

7

May 2025

It Takes Money to Make Money

The undeniable logic of Basic Capital

May 29 • 

Hunter

21

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

1

49:17

April 2025

Study Abroad

Looking for opportunities in international property markets

Apr 27 • 

Hunter

12

Extraordinary Physical Assets

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

Apr 16 • 

Hunter

 and 

Dave Waters

23

36:31

Manifest

The Inevitability of Trade, Trump & Tariffs

Apr 13 • 

Hunter

41

3

Going Further with Cushman & Wakefield

South that is!

Apr 3 • 

Hunter

7

3