Hey Guys! Continuing our theme of interviewing anonymous accounts, this week’s guest is @Mr_Neutral_Man. Our conversation focus on Real Estate investing in the Public Markets. He shared with us what are his dream investments, crazy stories about doing on the ground research, what was like to live and invest during the GFC, what is his hedging protocol, why inflation will be more persistent and why we might never see mortgage rates sub 3%.

Check out the time stamp below: 

• [0:00] Mr. Neutral Investment Thesis.
• [8:00] Housing for the Retail Investor.
• [13:00] Mortgage Rates: The Three Cap.
• [19:00] Doing on the Ground Research.
• [30:00] Living and Investing through the GFC.
• [47:00] The Fixed Income Collapse
• [58:00] Investing in Corporate Debt
• [1:10:00] Mr. Neutral’s hedging protocol.
• [1:37:00] Inflation will be more persistent.
• [1:46:00] More from Mr. Neutral and Closing Questions

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

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