On this episode, Fund Manager Lydia Kinkade talks with Cohen Esrey President and Chief Executive Officer Lee Harris and Cohen Esrey Chief Operating Officer Ryan Huffman about margins of safety. Topics discussed include:
How a disciplined approach to apartment investing is actually a margin of safety in itself;
How our due diligence process creates margins of safety;
Co-investment fund structure – how diversification enhances margins of safety;
Underwriting margins of safety in our financial modeling pr...
On this episode, Fund Manager Lydia Kinkade talks with Cohen Esrey President and Chief Executive Officer Lee Harris and Cohen Esrey Chief Operating Officer Ryan Huffman about margins of safety. Topics discussed include:
- How a disciplined approach to apartment investing is actually a margin of safety in itself;
- How our due diligence process creates margins of safety;
- Co-investment fund structure – how diversification enhances margins of safety;
- Underwriting margins of safety in our financial modeling process, including how we utilize debt;
- Building margins of safety into our operations.
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