TIP790: Wealth Beyond Money w/ Thomas Mueller-Borja
We Study Billionaires - The Investor’s Podcast Network
Public debt, rates and real estate cap rates
Thomas links sovereign debt, term premia and country selection to cap rate dynamics and relative value decisions.
In this episode, Stig Brodersen speaks with Thomas Mueller-Borja, the Global Co-Head of Real Estate and Global CIO for Value-Add Real Estate at BlackRock. They explore how great investors define games they can win, balance ambition with contentment, and build high-quality relationships.
IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:22 - What happens when BlackRock raises and deploys billions of dollars 00:29:31 - How the public debt situation across the developed world may influence your investment framework 00:46:47 - How to build high-quality relationships 01:04:03 - How to define and win the right games 01:10:11 - How to balance honesty and kindness 01:17:17 - Frameworks for choosing the bigger life
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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