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  • Jonathan Poyer

Book Values Rise But Stock Prices Fall...What Gives???

Checking in on the Real Estate market.



We talk mortgage servicing rights, growing book values, heavy selling, assets vs liabilities, average mortgage rates, shifts in balance sheets, risks related to credit lines, headwinds, tailwinds - alllll the things!


Grab a can of Diet Mt. Dew, and pull up a chair. Listen in to find out what's happening in residential, corporate, and fixed income real estate investing.


Here's a link to more info on the Fund managed by Dave.

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