Episode #172: Joseph Fang – Fear & Macro

Every investment is accompanied by some element of risk. Seasoned investors know this, but for many, there is still a lot of fear around economic instability, market volatility, and more. Today, Joseph Fang, Director of Investor Relations here at Break of Day Capital, returns to the show to share his big-picture take on the current macro environment, the perks of being a contrarian, the dangers of over-diversification, and what you can do to capitalize on opportunities that others might be too cautious to take advantage of. To learn more about making solid investment decisions that will help you reduce risk and alleviate uncertainty, tune in today!Key Points From This Episode:Joseph’s perspective on rates and why he believes it pays to be a contrarian.How a little bit of math can alleviate your fears: the numbers don’t lie!Benefits of keeping an eye on the market (and working with really good sponsors.)Diworsification: why too much diversification can be a red flag.Gary’s takeaways from the recent IMN real estate forum in Southern California.Ways that the current lending environment could impact your portfolio.Why matching loan products to your business strategy is critical.Final thoughts on the power of contrarian thinking to close the show.Links Mentioned in Today’s Episode:Joseph Fang on LinkedInInformation Management Network (IMN)Multifamily Investor Network (MFIN) Conference – Discount Code: LIPSKY Break of Day CapitalBreak of Day Capital InstagramBreak of Day Capital YouTubeAsset Management Mastery Facebook GroupGary Lipsky on LinkedInJoseph Fang on LinkedIn