University of Cambridge Professor Colin Lizieri: Smarter Investment Decisions

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99% of real estate investors say the model tells the truth.
But in practice, the data is messy.
And the herd is loud.

3 weeks ago, I got to interview a real estate finance hero of mine:
Colin Lizieri - Professor of Real Estate Finance 

At the university of Cambridge.
And a global authority on how markets really price risk.

In 20 minutes, we dug into:

→ Signal vs noise
Why real estate data is so unreliable 
And quick checks to make sure your assumptions actually stack.

→ Herd-driven mispricing
Real examples - pre-GFC, life sciences, “new paradigm” stories
And how to tell if you’re investing on evidence or FOMO.

→ Bias in ICs
How strong personalities bend models

And simple fixes: written views before IC, a named devil’s advocate,
And backtesting deals where you overruled the numbers.

If you’re an institution or serious SME
trying to avoid buying at the wrong price / wrong time
this one’s worth a listen - link below.

This episode is in association with (and thanks to) Lloyds.

In association with:
https://www.lloydsbank.com/business/industry-expertise/real-estate.html?utm_source=The+Return&utm_medium=podcast+partnership&utm_campaign=sponsored+episode

Guest LinkedIn: https://www.linkedin.com/in/colin-lizieri-996694214/

Host LinkedIn: https://www.linkedin.com/in/annaclareharper/