Contrarian Investments: Greg Rollman - Tryperion Holdings

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.

Chapters

00:00 Introduction and Background
04:39 Investment Strategies in Office and Retail
15:06 Exploring the Mall Investment Philosophy
20:21 Future Outlook and Market Dynamics
29:12 Future Outlook
33:52 Tariffs effect on CRE