Insights About Real Estate, Luxury Retail & Transitioning To Finance From Law

Insights About Real Estate, Luxury Retail & Transitioning To Finance From Law | Thomas Mueller-Borja

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Күн бұрын

Thomas Mueller-Borja is the Global Chief Investment CIO for Value-Add Real Estate at BlackRock. He has previously worked as Head of European Real Estate Primaries and Directs at Partners Group, as well as Principal Banker at the European Bank for Reconstruction and Development. Thomas holds a master’s degree in law from the University of St. Gallen and an MBA from INSEAD.
Thomas talks to Guy about his early career, explaining how he got interested in finance and the journey that finally led him to BlackRock. They discuss the real estate landscape, including student housing, convertible real estate and luxury retail.
Full transcript available here: aqfd.docsend.com/view/zwig2x3...
Contents:
(00:00) Personal Background and Career
(05:25) The Transition from Law to Finance
(08:09) Europe and Its Financial Market
(15:28) Partners Group
(17:28) The Real Estate Sector
(22:24) Real Estate Conversion
(24:58) Luxury Retail
(30:02) Interests and Reading List

Пікірлер: 17

@JamesonSharp 2 күн бұрын

Such a Quality Interview.

@jackwilliamburgess 3 күн бұрын

On luxury retail estate, I've been looking at Watches of Switzerland Group, one of top two largest and oldest retailers of Rolex (50% of revenue) and other top watch brands. Your comment on luxury retail estate was good to think about. Rolex has to give approval to any new store which WOSG wants to open up. On the other side, WOSG are one of only a few retailer partners of Rolex which has enough scale to then be able to afford these luxury locations. Trading at circa12x Owner Earnings, growing >15% CAGR

@andresilveira7394 2 күн бұрын

Great format of content. Thank you for posting Guy

@NianLisa Күн бұрын

I’m 52 hoping to end the rat race by 60 with above $1M. I know money is a liability to be exchanged for assets with real value like real estate (properties for rent) stocks (dividends) bonds (interest) But, what is it with bitcoin? I hear a lot about it and I'd love to diversify my portfolio.

@gbvoul Күн бұрын

But why does black rock want to own single family homes?

@ashishmohan550 11 сағат бұрын

With increased rate of earning what should a human buy 1) food 2) clothes 3) house 4) vehicle I may be wrong but it goes like that

@NancyH-mi6xc 2 күн бұрын

I was a stay at Home mom with no money in my IRA or any savings of my own, which was scary at 53 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 56 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Evelyn Infurna. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, I was able to scale this quickly to $150,000. If I can do this in a year, anyone can.

@NianLisa 2 күн бұрын

I know this lady you just mentioned. Evelyn Infurna Services is a portfolio manager and investment advisor. She gained recognition as a former employee at Goldman Sachs; a renowned investor she is. Evelyn Infurna has demonstrated expertise in investment strategies n has been involved in managing portfolios and providing guidance to clients.

@jeffbox1torres 2 күн бұрын

I went from no money to lnvest with to busting my A** off on Uber eats for four months to raise about $20k to start trading with Evelyn Infurna. I am at $128k right now and LOVING that you have to bring this up here

@DannielleRosales 2 күн бұрын

This is interesting. I heard a lot about the same person not long ago, please how can I contact her?

@NancyH-mi6xc 2 күн бұрын

Well the name is 'Evelyn Infurna'. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

@DannielleRosales 2 күн бұрын

I searched for her complete name on the internet and located her page. I then sent an email and scheduled a meeting to converse with her; now, I'm awaiting her response.