Re: Inflation/Real Estate-Around The World In 90 Minutes.

Last week, I participated in a private panel for global Real Estate entrepreneurs/investors. This thread summarizes some of my key learnings without attribution to specific speakers/firms.

As the only non-RE specialist on the panel, I was invited to give a big picture macro backdrop. I opened the discussion with my thesis of the last 18 mos:

The return of STRUCTURAL INFLATION spells the END OF THE LIQUIDITY LOTTERY of the last several decades and has far-reaching ramifications on Risk Assets of ALL stripes, from Equities to Bonds to Real E…