Klarman Likes Distressed Real Estate at Bargain Prices Amid Post-COVID Slump [Exclusive]

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Jacob Wolinsky
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Real estate investing in the post-COVID era

During his fireside chat at the Harvard Investment Conference on April 15, 2024, Seth Klarman shared his insights and strategies for investing in the post-COVID era. Also see: Seth Klarman Defends Baupost’s Long-Term Strategy at Harvard Investment Conference Klarman began by analyzing the impact of the post-COVID environment on the market. High interest rates have put significant strain on numerous private equity firms. Additionally, public companies with floating-rate debt have reported decreased profit margins. We are currently observing both large and small companies struggling to refinance their debts. Simultaneously, governments are grappling with the increased burden of debt incurred during…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.