4.6 • 854 Ratings
🗓️ 25 October 2021
⏱️ 30 minutes
🧾️ Download transcript
In this week's show, Fool.com contributor Matt Frankel, CFP®, sits down with David O'Reilly, CEO of The Howard Hughes Corporation (NYSE: HHC), one of the most interesting and unique real estate companies in the market. You'll hear what the company does, where O'Reilly sees the biggest opportunities, why the master-planned community business is so attractive, and much more.
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0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today |
0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
0:20.4 | And we're talking energy. and today we're talking tech. |
0:23.0 | Let's dive in. |
0:25.0 | It's Monday October 25th. |
0:28.0 | I'm your host Jason Moser and on today's financial show we're talking real estate with a special guest. Today's Frankl sat down with CEO David O'Reilly to talk more about how the company generates market |
0:45.2 | meeting returns, why he thinks it has the best risk-adjusted return potential in the publicly |
0:51.4 | traded real estate sector sector and much more. |
0:54.0 | We hope you enjoy their conversation. |
0:56.0 | We are joined by David O'Reilly, he is CEO of Howard Hughes Corporation, one of my favorite real estate companies, |
1:02.0 | and one that kind of flies under the radar because they're kind of Corporation, one of my favorite real estate companies, |
1:03.0 | and one that kind of flies under the radar |
1:04.4 | because they're kind of unique. |
1:06.1 | So with that in mind, David, first of all, |
1:07.7 | thank you for joining us today. |
1:09.6 | Thank you for having, I'm thrilled to chat with you, man. So for those who don't know what |
1:14.6 | Howard Hughes does you're kind of in a unique spot in real estate you're not |
1:18.6 | quite a re you're not quite a real estate developer you're can you give just just kind of a brief overview of what you do? |
1:26.0 | Absolutely, and it is very unique and definitely unique within the public markets. |
1:31.3 | But what we are is we're really a large scale master planner. We have |
1:35.8 | communities across the country where we're a dominant landowner. Those |
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