Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK

Yet Another Value Podcast

John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR Group Limited ($1821.HK).

For more information about Atla Capital Management, please visit: https://www.atlacap.com/

Chapters:

[0:00] Introduction + Episode sponsor: Fundamental Edge

[2:22] International public real estate investing

[11:00] Taxation on global REITs / emerging markets

[17:54] John's most interesting market(s) right now / Vietnam overview

[21:58] ESR Group Limited thesis overview and why interesting to John

[27:12] Why has the stock not worked (since it's high in 2021) / how did John get comfortable with owning ESR

[36:06] Starwood investment / potential ESR buyout / how does John think ESR take out plays out

[45:54] ESR valuation

[55:54] Related party transactions and how do you have faith that they are done in fair value / final thoughts

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