Subscribers Link: CLICK HERE for event details (includes video and materials link)
We hope you can join us on Wednesday, 7.26.23 @ 10AM ET as we again host the team from Armada ETFs for a one-hour discussion on public vs. private REITs. We will be speaking with CEO Phil Bak and Managing Director David Auerbach. Subs will recall we hosted them previously as the Blackstone/BREIT and later SREIT situations began to accelerate. The ongoing evolution of those entities obviously have profound implications for public markets. Discussion topics will include:
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What is going on at BREIT and other Private REITs as we enter 2H23?
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Public REIT vs. Private REIT valuation gaps - what drives the convergence / further divergence?
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How the Private REITs apply cap rates? What are the potential issues there?
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Discussion of the recently-listed PRVT ETF and its +/-'s.
- How does Armada think about security selection within the individual real estate subsector exposures of PRVT?
Please e-mail with any questions.
Rob Simone, CFA
Managing Director
Twitter: @HedgeyeREITs
