The Meb Faber Show

Today’s guest is Phil Bak, CEO of Armada ETFs, which provides investors broad access to the real estate asset class.  In today’s episode, Phil gives a masterclass on real estate investing. He covers the residential real estate space, the problem investors have come across this year with private REIT strategies, and why he has a solution to their problem. Then he shares how he’s using AI and machine learning to the REIT space through his long-only hedge fund.  (0:39) - Sponsor: Future Proof (1:14) - Intro (2:00) - Welcome Phil to the show (2:25) - Navigating the realms of entrepreneurship and investing (5:39) - REIT overview (13:30) - Narratives drive flows, flows drive performance (15:47) - Challenges for Private REITs (30:57) - Creating PRVT ETF to replicate private REIT strategies with lower fees and liquidity (34:18) - Exploring the HAUS ETF (36:12) - Applying AI & machine learning to REITs (43:08) - Phil’s most memorable investment (48:11) - Changing market dynamics due to shifting Fed actions and evolv