In this Episode Amit Mehta and Hemant Kotak compare and contrast the typical sell-side research approach to REIT valuation versus the Kolytics methodology. 

As best as we try to explain, there is no substitute to seeing it on the platform.  Go to our website (www.kolytics.com) for more details.

Amit Mehta and Hemant Kotak discuss and dissect the recent banking turmoil and the implications for year ahead.  

Amit Mehta and Hemant Kotak discuss the recent rally (Jan-23) and pullback (Feb-23), and what the recent economic data / earnings season is indicating for the coming months...

Amit Mehta and Hemant Kotak reflect back on 2022 and the key macro events.

We refer to the following article where many of the 2022 non consensus views were set out...https://kolytics.substack.com/p/rhythm-of-financial-history2

Importantly, we then discuss the macro set up going into 2023 and what to expect for the year ahead.  Once again cautious approach appears warranted in what may prove to be another turbulent year.

Happy New Year!

Amit and Hemant discuss UK budget, macro economy, and real estate earnings

Amit and Hemant talk about the news and events of the week:

• Crypto Crisis
• Mid-Term US Elections
• Market Gyrations
• Real Estate Review of Earnings, News, and Deals.

Amit and Hemant discuss the main macro and property news from the week.

Hemant and Amit discuss the events of the week. 

On a regular basis Hemant Kotak (founder of Kolytics) will be discussing broad financial and macro news and its potential impact on real estate markets with seasoned investor Amit Mehta. 

For this first episode in season two, the beginning 10 minutes is a summary discussion of the Kolytics Platform.

Hemant Kotak (founder of Kolytics), catches up with Mark Allan, CEO, Landsec .

Landsec is a FTSE100 REIT – the second largest in the UK with £11bn of property assets. 

Mark is a seasoned real estate executive with a strong track record of navigating companies through cycles and periods of change.  His breadth and depth of experience made for a great discussion on current market dynamics and Landsec's strategy.

Episode recorded on 22-Dec-2021.

This Podcast is for informational purposes only. It is not intended as and should not be construed as financial, investment, tax, legal, regulatory, or other advice.