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OUTLINE

     Part I:  Real estate and risk

Chapter 1

Introduction:  Who should read this book and why?

Q&A with Dan Neidich:  Rockefeller Center securitization

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Chapter 2

Statistics, Monte Carlo, Bayes Rule, stochastic arithmetic, and uncertain attributes

Q&A with Joe Pagliari: Public pension funds, open-end funds, and misalignments

  Part II:  The building blocks:  Public, private, equity and debt

Chapter 3

What is real estate?  Leases, buildings, cities, and regions.

Q&A with Michael Fascitelli:  My journey through market crises

 

Chapter 4

The capital stack, optimal leverage, WACC and mortgage default.

Q&A with Michael Giliberto:  Indexes, the G-L Index, and how markets think about risk

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Chapter 5

The lease:  An options approach and upward-only adjusting leases.

Q&A with Doug Lyons:  Looking for relative value across the capital stack

 

Chapter 6

The real estate quadrants:  Interdependent and predictive

Q&A with Ethan Penner: Real estate myths and the birth of CMBS

 

Chapter 7

Property:  The macroeconomics of performance and risk

Q&A with Owen Thomas:  An office REIT with flexibility during good and bad times

 

Chapter 8

Office property:  COVID, obsolescence, WFH, and conversions

Q&A with John Sischo:  Office, the best investment opportunity since the RTC

 

Chapter 9

Risk analysis in practice:  Retail, self-storage and housing

Q&A with Benjamin Shibe Macfarland III:  Private institutional grade performance

            Part III.  Performance analysis, risk, and popular myths

Chapter 10

Asset allocation, with and without liabilities, and shortfall constraints

Q&A with Sonny Kalsi:  Taking risks and working the opportunities

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Chapter 11

Optimal development:  Linkage, the internal cost of capital, and risk

Q&A with Steve Wechsler:  Witness to the birth of publicly traded REITs

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Chapter 12

Cap rates and hidden information:  Avoiding traps with caps

Q&A with Steve Rosenberg:  The role of creative improvisation

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Chapter 13

Liquidity:  Turnover, MSA liquidity, and investment horizon

Q&A with Ron Havner:  Defining investment grade and the securitization of self-storage

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Chapter 14

Is real estate an effective inflation hedge?  Only in the long-run

Q&A with Jason Benderly:  Dealing with messy data on Wall Street

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Chapter 15

A Monte Carlo model of GP and LP interests in a structured joint venture

Q&A with Ralph Rosenberg:  Nimble navigator of cycles and sectors

 Part IV.  The public sector and collective risk

Chapter 16

Public sector risk:  Introduction to sprawl and rent control

Q&A with Matthew Zisler:  Starting a career during times of volatility

 

Chapter 17

Sprawl:  An options perspective

Q&A with Dan Cummings:  A strategic builder of investment opportunities

 

Chapter 18

Rent control redux:  Prediction, assessment and opportunity

Q&A with Alyson Worthington:  Development risk and mental toughness

        Part V.  Behavioral bias, investment risk, and an investor’s guide

Chapter 19

Cognitive errors, picking winners, and the winner’s curse:  The risk of overpaying

Q&A with Susan Stupin:  Acquiring and creating operating platforms

 

Chapter 20

Underfunded public pension funds, risk, and alternatives

Q&A with Richard Burns:  Early advocate of institutional real estate

 

Chapter 21

Conclusion with an investor’s checklist

Q&A with Russell Platt:  Creating value, growing businesses, and managing risk

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