Our Co-CEO, Dan Joseph, recently joined Jussi Askola on the High Yield Landlord podcast for a wide-ranging conversation on public real estate — and on how more than two decades of operating and investing in private real estate shapes the way he approaches REITs today.
Dan and Jussi discuss the flywheel at the center of Apparent Capital’s process, in which private and public real estate each inform the other; why Dan studies a management team’s decision-making before almost anything else; and the risk he has learned to watch most closely after 23 years in the business — new supply. They also range across the sectors drawing Dan’s attention and the depth of diligence that complex, thinly traded situations demand.
You can watch it below or on the High Yield Landlord podcast on Substack (no paywall for this episode).