I read that his theory was first detailed in a 1970’s memo that explained how his firm was thinking about REIT investments.
Long shot, but anyone ever seen this memo floating around? Would love to get my hands on it.
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Why not just read the relevant part of alchemy? It’s a fine book idk why ppl hate
This. By the way, it's far from rocket science.. don't think you're going to learn much extra from reading 20 pages on it vs just 2.
I’m in the RE space. Frankly just really curious how he used it in a REIT context.
I can infer from my own experiences, but 1970’s REIT era is vintage and nothing like reading it straight from the man.
Pretty sure there's a chapter on REITs in Alchemy
Ah, didn’t know that. Much appreciated
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