Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing | #496

Today’s guest is Phil Bak, CEO of Armada ETFs, which provides investors broad access to the real estate asset class.

In today’s episode, Phil gives a masterclass on real estate investing. He covers the residential real estate space, the problem investors have come across this year with private REIT strategies, and why he has a solution to their problem. Then he shares how he’s using AI and machine learning to the REIT space through his long-only hedge fund.

(0:39) - Sponsor: Future Proof

(1:14) - Intro

(2:00) - Welcome Phil to the show

(2:25) - Navigating the realms of entrepreneurship and investing

(5:39) - REIT overview

(13:30) - Narratives drive flows, flows drive performance

(15:47) - Challenges for Private REITs

(30:57) - Creating PRVT ETF to replicate private REIT strategies with lower fees and liquidity

(34:18) - Exploring the HAUS ETF

(36:12) - Applying AI & machine learning to REITs

(43:08) - Phil’s most memorable investment

(48:11) - Changing market dynamics due to shifting Fed actions and evolving REIT landscape

(51:37) - Lessons from investing in baseball cards

(54:37) - What investment belief Phil holds that most of his professional peers do not

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For detailed show notes, click here

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks,