E317: Why Most Real Estate Investors Optimize the Wrong Return Metric

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Previously titled “E317: Most Real Estate Investors Optimize the Wrong Return Metric” — renamed by the publisher on Aug 2, 2026

How I Invest with David Weisburd 17 min not yet transcribed

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Recorded04 Mar 2026

Publisherfeeds.podcastai.com ↗

Handlerec:16543198

Show notes

What if the biggest untapped source of alpha isn’t better investments… but better tax structure? In this episode, I sit down with Andrew Berman, Co-Founder and Managing Partner of Arcitell, to explore the overlooked power of tax-aware private real estate investing. After starting his career at AQR Capital Management and working closely with one of its co-founders inside a family office, Andrew saw firsthand how tax-aware strategies transformed public market investing. He realized private markets had yet to fully adopt the same discipline. We break down structural alpha, why many private real estate managers are incentivized to sell too soon, and how taxable investors can materially improve long-term wealth creation by aligning investment strategy with tax structure. In increasingly efficient markets, tax may be one of the few durable advantages left.

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