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beyond MD with Dr. Yatin Chadha

Real Estate Investment Trusts (REITs)

16 Nov 2021

Description

Dr. Yatin Chadha hosts Sanjil Shah (CPA, CA) to discuss REITS with a focus on Alignvest Student Housing REIT (ASH REIT).Sanjil has extensive experience in real estate and is the managing partner for ASH REIT, which is striving to consolidate purpose built student accommodations (PBSA) across various Canadian university markets.Website: https://www.alignveststudenthousing.com/We discuss:- REIT tax (in)efficiency (1:12)- Sanjil's background (5:52)- about Alignvest Student Housing REIT (8:21)- target markets (10:25)- what is a REIT? (13:25)- REIT pros/cons (15:29)- types of REITs (19:10)- returns, distributions, tax efficiency, return of capital (24:20)- is real estate an inflation hedge? (29:08)- RE macro outlook (32:08)- trends in student housing (36:25)- student housing talwinds/headwinds (38:05)- challenging REITs (43:35)

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