beyond MD with Dr. Yatin Chadha

Real Estate Investment Trusts (REITs)

November 16, 2021 Yatin Chadha Season 1 Episode 19
Real Estate Investment Trusts (REITs)
beyond MD with Dr. Yatin Chadha
More Info
beyond MD with Dr. Yatin Chadha
Real Estate Investment Trusts (REITs)
Nov 16, 2021 Season 1 Episode 19
Yatin Chadha

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)

Show Notes

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)