Main Bullet points:
- What’s wrong with Retail? Headwinds for Retail real estate
- Why Now? How much time is left in this real estate cycle?
- Downside protection. How to identify real estate sectors with opportunities for Alpha
Presented by Michael Bermel, Vice President, Altegris Investments.
Mr. East is the Chief Executive Officer of American Assets Capital Advisers (AACA). Mr. East has 30 years of experience on Wall Street as a Managing Director and as a registered broker-dealer member/owner. Mr. East raised approximately $15 billion in capital (mostly equity) from sophisticated investors globally in 142 large-scale real estate transactions including 26 IPOs, 40 follow-on offerings, 19 private equity transactions as well as numerous converts, preferred stocks, bond offerings, tenders, mergers, strategic advisory assignments and mezzanine debt placements. Mr. East previously served on the Leadership Council at USC‘s Lusk Center for Real Estate and the Board of Directors of Excel Trust, Inc., a NYSE listed equity REIT. Prior, he was a Board Associate for NAREIT.
He has spoken at over 250 large real estate industry events in the US, Europe, and Asia, and chaired events like NAREIT’s Annual Convention. Mr. East has been interviewed in the financial press and on TV dozens of times, and has authored numerous articles for major publications like Barron’s. Mr. East was honored by Dow Jones/Realty Stock Review as an Outstanding Sell Side Analyst, Honorable Mention, in 1996, 1997 and 1998. He has lectured at the USC Marshall School of Business, Northwestern University, University of San Diego, and University of Wisconsin. In addition, Mr. East has authored approximately 20,000 pages of widely distributed research. Mr. East has an MBA from Loyola College, Baltimore, Maryland and is a Chartered Financial Analyst (CFA®).