Manage episode 505792426 series 3231089
How does a trader who co-headed a $31 billion sales & trading desk in Asia apply global macro instincts to the world of real estate? This week, we sit down with Wen Shiau, the Founder & Managing Partner of Cypress Capital Group, for a masterclass in long-term, multi-generational investing.
With a remarkable 25-year career spanning the trading floors of Credit Suisse and Lehman Brothers, Wen brings a unique, top-down macro perspective to the bottom-up world of real estate. He reveals how his firm uses proprietary software and deep geopolitical analysis to identify the most resilient investment opportunities in U.S. tech-centered cities.
We dive deep into an investment thesis measured not in quarters, but in decades. Learn why demographic trends, political stability, and constrained supply in cities like Silicon Valley, New York, and Austin are the cornerstones for generating outsized returns. This is a fascinating look at the fusion of quantitative trading discipline and timeless real estate principles.
Key Takeaways:
- The Macro-Micro Lens: How to apply a global, multi-currency, multi-asset class investing background to find value in local real estate markets.
- The Decades-Long Thesis: Why Cypress Capital invests with a multi-generational mindset and what that means for strategy.
- Tech-Centered Cities: An in-depth analysis of why residential real estate in innovation hubs represents a uniquely resilient asset class.
- Quantitative Edge: How proprietary software and data augmentation are changing the game for traditional real estate analysis.
- From Trading Floors to Family Office: Wisdom from a journey that began as one of the first quant traders on Wall Street to now running a sophisticated single-family office.
238 episodes