Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK

John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR Group Limited ($1821.HK). For more information about Atla Capital Management, please visit: https://www.atlacap.com/ Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:22] International public real estate investing [11:00] Taxation on global REITs / emerging markets [17:54] John's most interesting market(s) right now / Vietnam overview [21:58] ESR Group Limited thesis overview and why interesting to John [27:12] Why has the stock not worked (since it's high in 2021) / how did John get comfortable with owning ESR [36:06] Starwood investment / potential ESR buyout / how does John think ESR take out plays out [45:54] ESR valuation [55:54] Related party transactions and how do you have faith that they are done in fair value / final thoughts Today's episode is sponsored by: Fundamental Edge One of a kind, world-class training created for your team, your culture, your way. Fundamental Edge was founded with a mission to train the next generation of investors and a vision to create a platform that serves the learning and development needs of investment professionals throughout their careers. Through structured lessons and proven frameworks, Fundamental Edge aims to condense years of “learning via osmosis” into a masterclass for the equity research process. Funds looking to strengthen their internal training programs can visit fundamentedge.com/corporate-training to learn more.