Audio Interviews with Peter Linneman

Chapter 1: Risks and Opportunities 
Chapter 2: Tenant Physical Adjacencies 
Chapter 3: Investing Outside of The U.S. 
Chapter 4: Use of The Leased Space 

Chapter 4: Percentage Rent 

Chapter 4: Devil is in The Lease Details 

Chapter 5: Valuation From Forward NOI
Chapter 6: Why We Strive For Precision in Making Projections 

Chapter 6: How to Avoid Big Financial Modeling Mistakes

Chapter 7: The Least Flashy, Most Important Investing Activity

Chapter 8: A Nation of Constant Population Growth

Chapter 8: Technological Impact on Agglomeration Benefits

Chapter 8: Regional Employment Growth Variability

Chapter 9: Cap Rates versus Cash-on-Cash Return

Chapter 9: Cap Rate Spreads 

Chapter 9: Future Cap Rate Selection

Chapter 9: Cap Rate Comparisons Across Properties

Chapter 9: The Ideal Split of Cash Flow: Operating vs. Residual

Chapter 10: Development Risk From The Lender's Point of View 

Chapter 11: Development Risk From The Developer's Point of View

Chapter 12: The Challenge of Valuing Real Estate Companies

Chapter 12: A Potential Pitfall for New Real Estate Companies

Chapter 12: The Risk/Reward Trade-Off of Cross-Collateralization

Chapter 13: Chapter 7 vs. Chapter 11 Bankruptcy 

Chapter 13: How Chapter 11 Bankruptcy Saved General Growth Properties and Wound Down Lehman

Chapter 14: The Two Types of Debt-Related Risk

Chapter 14: Good Debt Underwriting 

Chapter 15: Mezzanine Financing and Inter-Creditor Agreements

Chapter 15: Loan Guarantees and "Bad Boy" Carve-Outs

Chapter 15: Re-Financing As A Business Strategy 

Chapter 16: The Biggest Myth About CMBS 

Chapter 16: The 2009 CMBS Market Crash and Its Ramifications 

Chapter 16: CMBS Servicer and Special Servicer Roles

Chapter 17: Why Some Investors Won't Touch A Property With A Ground Lease 

Chapter 18: Owner Exit Strategies

Chapter 18: The Origins Of The 1031 Exchange

Chapter 19: Real Estate Private Equity Funds versus Syndications

Chapter 19: How Real Estate Private Equity Funds Have Changed For The Better And For The Worse

Chapter 20: A Benefit Of A Long-Term Holding Period

Chapter 20: Answering the $100 Million-Dollar Question

Chapter 21: The Biggest Misconception About REITs 

Chapter 21: How REITs Improved The Real Estate Business 

Chapter 21: The Future Of Single Family Home REITs 

Chapter 21: Crowdfunding's Early Innings 

Chapter 22: A Force That Will Change Real Estate Over The Next 40 Years

Chapter 23: Corporate Headquarter Sale-Leasebacks and Psychic Value 

Chapter 24: Common Traits Of Successful Real Estate Entrepreneurs 

Chapter 25: Real Estate Cycles and Local Sub-Market Correlations 

Chapter 25: Three Real Estate Cycles Examined 

Chapter 25: Why Commercial Lags Residential In The Real Estate Cycle

Chapter 25: Reduced Office Square Footage Per Employee: Cyclical or Secular Trend? 

Chapter 26: Being Tough But Ethical 
   

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© 2019 by Linneman Associates.