Dec 28 2022 52 mins
In this episode, Paul speaks to Jeff Adler about political risk. They go in-depth about his 2020 article “Calculating political risk”, his political risk model and how he came to research and model it, his philosophy towards affordability, predictions for the future, and more.
About our guest:
Jeff is the Vice President of Yardi Matrix, the data division of Yardi Systems, which is a US multifamily, student housing, office, medical office, industrial, retail, and self-storage asset information toolset for originating, underwriting, and asset managing commercial real estate investments.
Jeff’s LinkedIn: https://www.linkedin.com/in/jeremy-roll-655107/
“Calculating political risk” 2020 article:
https://www.afire.org/summit/calculating-political-risk/
Book recommendations:
“Big Debt Crises” and "The Changing World Order" by Author: https://www.principles.com/
“The End of the World is just the Beginning” by Peter Zeihan: https://zeihan.com/end-of-the-world/
“The Road to Serfdom” by Friedrich Hayek: https://www.amazon.com/dp/B0B5FT392J/ref=cm_sw_r_tw_dp_9RH95RJANZAYYKQARB5J
“Capitalism and Freedom” by Milton Friedman: https://www.amazon.com/Capitalism-Freedom-Anniversary-Milton-Friedman/dp/0226264211
Video recommendations:
“Jocko Willink: Discipline = Freedom”: https://youtu.be/eBmVv2P-v2s
“Simon Sinek: Why Leaders Eat Last”: https://youtu.be/ReRcHdeUG9Y
Disclaimer: This real estate podcast is for informational and educational purposes only, and does not imply suitability. The views and opinions expressed by the presenters are their own. The information is not intended as investment advice.
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