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Audio Interviews

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

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