Below are our informal notes from the presentation at Invest 4 Kids of Jonathan Gray of Blackstone Real Estate. We have a lot more coverage so stay tuned Also we have a lot more conference coverage under our hedge fund Q3 post Jonathan Gray Head of RE at Blackstone Brian Feltzin – Interviewer Sheffield Asset Management [drizzle]How do you find your edge? Their edge is a couple things, scale and conviction. They operate $103b in equity gives them visibility that competitors don’t have. Find the right opportunities and then go all in, not diversification. Buying US homes in 2011 at…
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