<description>&lt;p class="m_-476419393443406134paragraph"&gt;&lt;span class= "m_-476419393443406134normaltextrun"&gt;John Khoury is the Founder and Managing Partner of Long Pond Capital, a hedge fund that specializes in publicly traded real estate securities. After 15 years in the business, Long Pond is one of the few remaining firms in the niche. Long Pond recently launched an active ETF, ticker: LPRE, which invests in the most attractively priced stocks from Long Pond's list of the highest-quality real estate businesses.&lt;/span&gt;&lt;span class= "m_-476419393443406134eop"&gt; &lt;br /&gt; &lt;br /&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="m_-476419393443406134paragraph"&gt;&lt;span class= "m_-476419393443406134normaltextrun"&gt;Our conversation covers John's path into public real estate investing, changes in the investable universe, and the impact of passive flows and pod shops on the sector. We turn to Long Pond's investment process, focused on identifying and exploiting asymmetry, and cover John's perspectives on the major real estate sub-sectors. We close with a discussion of Long Pond's new actively managed ETF.&lt;/span&gt;&lt;span class= "m_-476419393443406134eop"&gt; &lt;br /&gt; &lt;br /&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="m_-476419393443406134paragraph"&gt;&lt;strong&gt;Learn More&lt;/strong&gt;&lt;br /&gt; Follow Ted on Twitter at&lt;span class= "m_-476419393443406134xxapple-converted-space"&gt; &lt;/span&gt;&lt;a title="https://twitter.com/tseides?lang=en" href="https://twitter.com/tseides?lang=en" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://twitter.com/tseides?lang%3Den&amp;source=gmail&amp;ust=1764441620665000&amp;usg=AOvVaw0fmEZvVzJxvtevcOk2oU9z"&gt;@tseides&lt;/a&gt;&lt;span class="m_-476419393443406134xxapple-converted-space"&gt; &lt;/span&gt;or&lt;span class="m_-476419393443406134xxapple-converted-space"&gt; &lt;/span&gt;&lt;a title="https://www.linkedin.com/in/tedseides/" href="https://www.linkedin.com/in/tedseides/" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.linkedin.com/in/tedseides/&amp;source=gmail&amp;ust=1764441620665000&amp;usg=AOvVaw3uyY_2LfuEKhy5q_D8a3QA"&gt;LinkedIn&lt;/a&gt;&lt;br /&gt; Subscribe to the&lt;span class= "m_-476419393443406134xxapple-converted-space"&gt; &lt;/span&gt;&lt;a title="https://capitalallocators.com/" href="https://capitalallocators.com/" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/&amp;source=gmail&amp;ust=1764441620665000&amp;usg=AOvVaw2oLOafq__9DaLIaS68Nssg"&gt;mailing list&lt;/a&gt;&lt;br /&gt; Access Transcript with&lt;span class= "m_-476419393443406134xxapple-converted-space"&gt; &lt;/span&gt;&lt;a title="https://capitalallocators.com/signup" href="https://capitalallocators.com/signup" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/signup&amp;source=gmail&amp;ust=1764441620665000&amp;usg=AOvVaw0YuShevGigt5JZkJ5Utgd7"&gt;Premium Membership&lt;/a&gt;&lt;/p&gt; &lt;p class="m_-476419393443406134paragraph"&gt; &lt;/p&gt; &lt;div&gt;&lt;em&gt;Editing and post-production work for this episode was provided by The Podcast Consultant (&lt;/em&gt;&lt;a title= "https://thepodcastconsultant.com/" href= "https://thepodcastconsultant.com/"&gt;⁠&lt;/a&gt;&lt;a title= "https://thepodcastconsultant.com/" href= "https://thepodcastconsultant.com/"&gt;https://thepodcastconsultant.com&lt;/a&gt;&lt;a title="https://thepodcastconsultant.com/" href="https://thepodcastconsultant.com/"&gt;⁠&lt;/a&gt;&lt;em&gt;)&lt;/em&gt;&lt;/div&gt;</description>

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)

DEC 1, 202555 MIN
Capital Allocators – Inside the Institutional Investment Industry

John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)

DEC 1, 202555 MIN

Description

John Khoury is the Founder and Managing Partner of Long Pond Capital, a hedge fund that specializes in publicly traded real estate securities. After 15 years in the business, Long Pond is one of the few remaining firms in the niche. Long Pond recently launched an active ETF, ticker: LPRE, which invests in the most attractively priced stocks from Long Pond's list of the highest-quality real estate businesses.

Our conversation covers John's path into public real estate investing, changes in the investable universe, and the impact of passive flows and pod shops on the sector. We turn to Long Pond's investment process, focused on identifying and exploiting asymmetry, and cover John's perspectives on the major real estate sub-sectors. We close with a discussion of Long Pond's new actively managed ETF.

Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)