Bill Chen returns to the podcast to discuss his thesis on CLPR and the ongoing boom in NYC apartment rentals. You can find my notes on CLPR here, a summary of Bill’s CLPR thesis here, and Bill’s first podcast on FRPH here
Question, it is "NAB" or NAV?: "Andrew: As we're talking. It's 9 NAB, high teens to 20. So it's treating for about half of NAB, obviously a levered number and everything. But that's kind of how you think of it[?]."
Question, it is "NAB" or NAV?: "Andrew: As we're talking. It's 9 NAB, high teens to 20. So it's treating for about half of NAB, obviously a levered number and everything. But that's kind of how you think of it[?]."