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The Meb Faber Show

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.
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Aug 23, 2023

Today’s guest is Phil Bak, CEO of Armada ETFs, which provides investors broad access to the real estate asset class.  

In today’s episode, Phil gives a masterclass on real estate investing. He covers the residential real estate space, the problem investors have come across this year with private REIT strategies, and why he has a solution to their problem. Then he shares how he’s using AI and machine learning to the REIT space through his long-only hedge fund. 

(0:39) - Sponsor: Future Proof

(1:14) - Intro

(2:00) - Welcome Phil to the show

(2:25) - Navigating the realms of entrepreneurship and investing

(5:39) - REIT overview

(13:30) - Narratives drive flows, flows drive performance

(15:47) - Challenges for Private REITs

(30:57) - Creating PRVT ETF to replicate private REIT strategies with lower fees and liquidity

(34:18) - Exploring the HAUS ETF

(36:12) - Applying AI & machine learning to REITs

(43:08) - Phil’s most memorable investment

(48:11) - Changing market dynamics due to shifting Fed actions and evolving REIT landscape

(51:37) - Lessons from investing in baseball cards

(54:37) - What investment belief Phil holds that most of his professional peers do not

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For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

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Sponsor: Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Over 3,000 finance professionals and every relevant company in fintech, asset management and wealth management will be there. It’s the one event that every wealth management professional must attend!

Sponsor: The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.

Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok

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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here 

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