by InDev Capital | Dec 8, 2017 | Global Deep Value Investor Section, place 4, Political Economy
The higher you lift a pendulum in one direction, the more power the pendulum has to swing in the other direction. As an investor evaluates his or her global real estate investment opportunities, it may be valuable to determine where various markets reside on that...
by InDev Capital | Aug 11, 2017 | Emerging Market Asset Manager, Global Deep Value Investor Section, Political Economy, Political Economy
Free Enterprise in Emerging Markets, a Philosophical Discussion Among Friends. A Happy Landing We begin our journey today 30,000 feet above the Atlantic Ocean. In 2013, I was on a flight from São Paulo to NYC. At 30,000 feet up in the air, the airplane had passed...
by marcrock | Aug 3, 2017 | Global Deep Value Investor Section, Political Economy
Gil Scott-Heron was a composer, musician, author and poet best known for writing and performing this spoken-word track called “The Revolution Will Not Be Televised”, which made its way into the cultural lexicon in 1970. For those interested in seeing a wonderful video...
by InDev Capital | Apr 28, 2017 | Global Deep Value Investor Section, Political Economy
On February 8, 1988, President Ronald Reagan came to Durham, NC, one of the most important cities on earth (full disclosure, Durham is also my hometown so I may be slightly biased), and spoke at Duke University. A high school classmate and close friend’s late father...
by InDev Capital | Dec 22, 2016 | Global Deep Value Investor Section, Political Economy
Most holiday office parties and Secret Santa gifts happened last week. However, one friend of yours sent a very important and profitable gift that you may have missed. If event-driven and deep-value emerging market real estate investment is in your 2017 plans, Michel...
by InDev Capital | Aug 18, 2016 | Global Deep Value Investor Section, Political Economy
The objective of this newsletter is to provide a perspective for global real estate investors about Brazil real estate investment opportunities after what appears to be a likely impeachment and an official change in the political spectrum in Brazil. Based on the...
