Larry Kochard
speaker
464 appearances
1 recordings
1 series
first heard Feb 2026
last heard 11 Feb
Larry Kochard’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
And the exception being when I've gone back and looked at this, there are occasionally vintage years
So for example, real estate will have an exceptional period.
Just right after the GFC, there was a great vintage year for real estate.
And it's the times of distress.
So real estate can be really interesting during times of extreme dislocation.
just like anything that is more distressed oriented, is attractive during those periods of times.
But I would, as opposed to just trying to target an allocation to that, I'd much rather be doing private investing broadly, where the default option is private equity being buyout, growth, venture, and then save for special periods
where you're going to be doing something that could compete with those in particular in those vintage years, that's going to be more as a real asset.
So what that, again, argues for is having more of this generalist.
You're not always just always committing to real estate.
You're just waiting for that fat pitch.
And that fat pitch is going to be very episodic as opposed to just being always on.
So that's how my view has evolved over time.
Yep.
And you need to have liquidity and you need to have that sense of, is it going to compete with what else I can do privately?
So that's my sort of long-winded view of getting a much smaller to no allocation that's private, except for episodically.
opportunistically, that is a real asset.
Yeah.
And there are other strategies like that, too.
I mean, there is a difference between taxable and non-taxable investors.
Showing 341–360 of 464 · page 18 of 24
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