Bill Chen on HHC's value and Ackman's pending tender

from Yet Another Value Podcast · host Andrew Walker

Bill Chen, a real estate investor, returns to the podcast to discuss HHC's value and why Bill Ackman's current tender for the company might undervalue HHC.   HHC model: https://t.co/q6lQ69TeXZ  Chapters  0:00 Intro 2:50 HHC overview  7:15 How HHC can create value over time  9:15 Valuing HHC's operating assets  11:35 Opportunity cost versus other publicly traded real estate  17:35 Valuing HHC's unstabilized assets  19:30 Valuing HHC's Hawaiian assets (Ward Village)  29:55 Valuing HHC's "other" assets  31:40 Valuing HHC's MPC  45:20 Valuing HHC's Seaport asset  50:55 Why is HHC always trading under NAV?  54:00 Will non-Ackman shareholders ever realize value from HHC?  56:25 HHC's OXY deal  1:05:35 HHC's most recent MPC deal versus share buybacks  1:13:00 Ackman's long term HHC plan

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Bill Chen on HHC's value and Ackman's pending tender

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