Hey Guys! Continuing our theme of interviewing anonymous accounts, this week’s guest is @Mr_Neutral_Man. Our conversation focus on Real Estate investing in the Public Markets. He shared with us what are his dream investments, crazy stories about doing on the ground research, what was like to live and invest during the GFC, what is his hedging protocol, why inflation will be more persistent and why we might never see mortgage rates sub 3%.

Check out the time stamp below:

[0:00] Mr. Neutral Investment Thesis.
[8:00] Housing for the Retail Investor.
[13:00] Mortgage Rates: The Three Cap.
[19:00] Doing on the Ground Research.
[30:00] Living and Investing through the GFC.
[47:00] The Fixed Income Collapse
[58:00] Investing in Corporate Debt
[1:10:00] Mr. Neutral’s hedging protocol.
[1:37:00] Inflation will be more persistent.
[1:46:00] More from Mr. Neutral and Closing Questions

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For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

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Mr. Neutral Man: Rock Quarries, Hedging, and Lessons From The GFC

Value Hive Podcast

Mr. Neutral Man: Rock Quarries, Hedging, and Lessons From The GFC