The Real Signal - Housing + Real Estate + Macro

The Real Signal - Housing + Real Estate + Macro

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The Real Signal - Housing + Real Estate + Macro
The Real Signal - Housing + Real Estate + Macro
A Road Map for Underwriting Investments that Cut Against Conventional Wisdom

A Road Map for Underwriting Investments that Cut Against Conventional Wisdom

Scott Choppin's avatar
Scott Choppin
Jun 19, 2019
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The Real Signal - Housing + Real Estate + Macro
The Real Signal - Housing + Real Estate + Macro
A Road Map for Underwriting Investments that Cut Against Conventional Wisdom
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We are watching this series of contrarian investment frameworks from RCLCO, with the following outline:

  • Constructing a portfolio that "stacks" contrarian real estate investments with more easily underwritten investments

  • Understanding the market cycle and how it applies to contrarian investments and more conventional investments

  • Debt or creative capital st…

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