With the appreciation of property in recent years, Real Estate been a formidable investment. However, REITs allow you to capture most of the upsides of real estate without the drawbacks of brick & mortar.

After 2 decades in the industry, Russell Clark realized that the economy and market were functioning drastically differently post-COVID. That realization changed his entire framework.

In this issue, we’ll cover 3 things:
– Recognizing when your investment thesis is wrong — before it’s too late.
– Learning to adapt your framework in a new market environment.
– Implementing your new framework at inflection points.