My guest today is Greg Reid, President and Senior Portfolio Manager of Real Assets at Westwood Holdings, a publicly held investment firm with over $18b in assets under management. For most of his thirty year career, Greg has led energy infrastructure businesses. And as you’ll hear from his accent and style, Greg is the consummate Texas oil and gas man. This is a fascinating time for traditional energy investment. Post-financial crisis, energy investment was a place of capital excess. So...
All content for The Biltmore View is the property of Biltmore Family Office, LLC and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
My guest today is Greg Reid, President and Senior Portfolio Manager of Real Assets at Westwood Holdings, a publicly held investment firm with over $18b in assets under management. For most of his thirty year career, Greg has led energy infrastructure businesses. And as you’ll hear from his accent and style, Greg is the consummate Texas oil and gas man. This is a fascinating time for traditional energy investment. Post-financial crisis, energy investment was a place of capital excess. So...
Episode 33: Ch Ch Changes (Turn and Face the Strain): CRE REITs - Jonathan Litt, Founder & CIO at Land & Buildings Management
The Biltmore View
34 minutes
2 years ago
Episode 33: Ch Ch Changes (Turn and Face the Strain): CRE REITs - Jonathan Litt, Founder & CIO at Land & Buildings Management
Our guest today is Jonathan Litt, Founder and CIO at Land & Buildings. Jon is a prominent activist investor, focused on public real estate companies. Since founding Land & Buildings in 2008, Jon has waged 36 public activist campaigns frequently resulting in corporate actions to the benefit of shareholders. This is a particularly interesting time in commercial real estate - full of changes. Many public REIT valuations have fallen to 20% discounts to their asset values. While private re...
The Biltmore View
My guest today is Greg Reid, President and Senior Portfolio Manager of Real Assets at Westwood Holdings, a publicly held investment firm with over $18b in assets under management. For most of his thirty year career, Greg has led energy infrastructure businesses. And as you’ll hear from his accent and style, Greg is the consummate Texas oil and gas man. This is a fascinating time for traditional energy investment. Post-financial crisis, energy investment was a place of capital excess. So...
