44 - Essex's Trophy Assets - a podcast by American Money Management LLC
from 2022-01-17T13:00
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We like companies with Trophy Assets, hard to replace assets that create high barriers to entry for competitors. Essex property's portfolio of west coast apartment complexes is a trophy asset. In this episode Glenn discusses
- The structural housing issues in California make Essex's properties valuable.
- The risks of Zoom Towns and WFH.
- And our estimate of fair value and if Essex is trading at a premium or a discount to our estimate.
Download the 50th Issue of the AMM Dividend Letter
AMM Div Letter #50: Essex Property Trust
Links
More Americans Are Leaving Cities, But Don’t Call It an Urban Exodus
AMM Books
Fact Sheet
AMM Dividend Growth Strategy Q3 2021
Learn more about American Money Management, LLC.
Contact Glenn Busch
(858) 755-0909
gbusch@amminvest.com
Further episodes of Yield on Cost Podcast
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Website of American Money Management LLC