Ari Lazar Sees Value In $KW Yet Another Value podcast

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Ari Lazar sees value in $KW

2+ y ago 1:09:10

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Innhold levert av Andrew Walker. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Andrew Walker eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Ari Lazar, senior analyst at RGA investment advisors, discusses his bull case for KW. Ari believes KW trades at a material discount to NAV, and that discount should shrink as the company's growth starts to ramp up in the near future.
My tweet thread on KW: https://twitter.com/AndrewRangeley/status/1465714725254307840?s=20
RGA's Q3 letter w/ KW discussion: https://www.rgaia.com/commentary/q4-2021-investment-commentary-looking-inward-and-looking-westward/
Chapters
0:00 Intro
1:25 KW Overview
2:45 How KW fits into RGA's investment framework
6:35 KW history
8:30 Discussing the KWE / KW deal from ~2017
11:30 What's KW been doing since the KWE deal?
18:35 Diving into KW's SOTP and their multifamily properties
20:45 Slight technical difficulty
21:25 Continued discussion of KW's SOTP / multifamily assets
23:05 KW"s office assets
29:45 How do you get comfortable when cap rates are this low?
32:30 KW's development asset value
40:20 Valuing KW's asset management business
50:10 Don't all real estate companies trade at a discount to NAV?
55:25 Is there financial engineering potential / could KW split into a REIT?
1:02:00 Does KW belong on the Mount Rushmore of value traps?

… continue reading

243 episoder

#Andrew Walker #Trading #Business #Value Investing

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Ari Lazar sees value in $KW

Yet Another Value Podcast

63 subscribers

published 2+ y ago

Del

MP3•Episoder hjem

Innhold levert av Andrew Walker. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Andrew Walker eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Ari Lazar, senior analyst at RGA investment advisors, discusses his bull case for KW. Ari believes KW trades at a material discount to NAV, and that discount should shrink as the company's growth starts to ramp up in the near future.
My tweet thread on KW: https://twitter.com/AndrewRangeley/status/1465714725254307840?s=20
RGA's Q3 letter w/ KW discussion: https://www.rgaia.com/commentary/q4-2021-investment-commentary-looking-inward-and-looking-westward/
Chapters
0:00 Intro
1:25 KW Overview
2:45 How KW fits into RGA's investment framework
6:35 KW history
8:30 Discussing the KWE / KW deal from ~2017
11:30 What's KW been doing since the KWE deal?
18:35 Diving into KW's SOTP and their multifamily properties
20:45 Slight technical difficulty
21:25 Continued discussion of KW's SOTP / multifamily assets
23:05 KW"s office assets
29:45 How do you get comfortable when cap rates are this low?
32:30 KW's development asset value
40:20 Valuing KW's asset management business
50:10 Don't all real estate companies trade at a discount to NAV?
55:25 Is there financial engineering potential / could KW split into a REIT?
1:02:00 Does KW belong on the Mount Rushmore of value traps?

… continue reading

243 episoder

#Andrew Walker #Trading #Business #Value Investing

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