{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Deal Flow Friday","title":"Contrarian Investments: Greg Rollman - Tryperion Holdings","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/1bc28ab5\"></iframe>","width":"100%","height":180,"duration":2284,"description":"In this episode of Deal Flow Friday, host David Moghavem speaks with Greg Rollman, Managing Director at Tryperion Holdings. They discuss insights on contrarian investment strategies in office, retail, and multifamily sectors. Greg shares his contrarian approach to investing in regional malls and emphasizes the importance of in-place operations. The conversation also touches on geographic preferences in investment and the future outlook amidst market uncertainty. Last but not least, David and Greg foreshadow the looming effect on tariffs on commercial real estate, and the impact it will have on the industry.\nChapters\n00:00 Introduction and Background\n04:39 Investment Strategies in Office and Retail\n15:06 Exploring the Mall Investment Philosophy\n20:21 Future Outlook and Market Dynamics\n29:12 Future Outlook\n33:52 Tariffs effect on CRE","thumbnail_url":"https://img.transistorcdn.com/4CCvylFxdsaNNVGdB1dUOC4NLsR9R2eQL8p1_hY2q7Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83NmRk/ZTI0ZGQ1OTRiOTFm/MzAwYzY5MGE1ZmIy/YTk2YS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}