REI111: Going Against The Crowd in Real Estate w/ Robert Levy and Philip Block
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 28 February 2022
⏱️ 48 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.2 | Well, that's one of the things we really love about retail is that the lion's share of our returns come from cash flow. |
| 0:09.8 | In this week's episode, I talk with Robert Levy and Philip Block about being a contrarian in the real estate investing industry by investing in retail-focused properties. |
| 0:20.5 | Rob Levy is one of the managing partners of LBX investments, a multi-strategy contrarian |
| 0:26.3 | real estate investor with $250 million in assets under management. |
| 0:31.4 | Prior to launching LBX in February 2018, Rob co-founded and ran Big V Capital, BVC, a partnership with a family office investing |
| 0:40.5 | in neighborhood and community shopping centers. While at BVC, he oversaw and underwrote the |
| 0:45.8 | partnership's 11 Southeastern U.S. Shopping Center acquisitions and managed all capital raising, |
| 0:52.0 | both debt and equity and asset management efforts. |
| 0:55.8 | Rob was also the chief operating officer of the Real Estate Group Benefit Street Partners |
| 0:59.6 | with over $11 billion in assets under management, and has been the chief executive officer, |
| 1:05.3 | chief financial officer, and chief operating officer at multiple other firms prior to that. |
| 1:11.2 | Phil Block is also one of the managing partners of LBX investments and was with Rob at BVC prior to |
| 1:17.2 | launching LBX together. Phil was also a senior managing director at RealtyMogel.com |
| 1:22.4 | and the VP of Corporate Finance and Capital Markets at Centerline Capital Group. |
| 1:27.5 | Here at TIP, we were founded on studying Warren Buffett and other really successful investors. |
| 1:34.8 | A common trait amongst those successful stock investors was that they often went against the |
| 1:40.0 | crowd. |
| 1:40.9 | Not only did they go against the crowd, but they were also right, which is a very important |
| 1:45.4 | distinction. |
| 1:47.0 | Anyone can go against the popular narrative, but you also have to be right to actually make money. |
| 1:52.2 | This is pretty commonly talked about in stock investing, but it isn't talked about very much |
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