Chapter 1: Risks and Opportunities
Chapter 2: Tenant Physical Adjacencies
Chapter 3: Investing Outside of The U.S.
Chapter 4: Use of The Leased Space
Chapter 4: Percentage Rent
Chapter 4: Devil is in The Lease Details
Chapter 5: Valuation From Forward NOI
Chapter 6: Why We Strive For Precision in Making Projections
Chapter 6: How to Avoid Big Financial Modeling Mistakes
Chapter 7: The Least Flashy, Most Important Investing Activity
Chapter 8: A Nation of Constant Population Growth
Chapter 8: Technological Impact on Agglomeration Benefits
Chapter 8: Regional Employment Growth Variability
Chapter 9: Cap Rates versus Cash-on-Cash Return
Chapter 9: Cap Rate Spreads
Chapter 9: Future Cap Rate Selection
Chapter 9: Cap Rate Comparisons Across Properties
Chapter 9: The Ideal Split of Cash Flow: Operating vs. Residual
Chapter 10: Development Risk From The Lender's Point of View
Chapter 11: Development Risk From The Developer's Point of View
Chapter 12: The Challenge of Valuing Real Estate Companies
Chapter 12: A Potential Pitfall for New Real Estate Companies
Chapter 12: The Risk/Reward Trade-Off of Cross-Collateralization
Chapter 13: Chapter 7 vs. Chapter 11 Bankruptcy
Chapter 13: How Chapter 11 Bankruptcy Saved General Growth Properties and Wound Down Lehman
Chapter 14: The Two Types of Debt-Related Risk
Chapter 14: Good Debt Underwriting
Chapter 15: Mezzanine Financing and Inter-Creditor Agreements
Chapter 15: Loan Guarantees and "Bad Boy" Carve-Outs
Chapter 15: Re-Financing As A Business Strategy
Chapter 16: The Biggest Myth About CMBS
Chapter 16: The 2009 CMBS Market Crash and Its Ramifications
Chapter 16: CMBS Servicer and Special Servicer Roles
Chapter 17: Why Some Investors Won't Touch A Property With A Ground Lease
Chapter 18: Owner Exit Strategies
Chapter 18: The Origins Of The 1031 Exchange
Chapter 19: Real Estate Private Equity Funds versus Syndications
Chapter 19: How Real Estate Private Equity Funds Have Changed For The Better And For The Worse
Chapter 20: A Benefit Of A Long-Term Holding Period
Chapter 20: Answering the $100 Million-Dollar Question
Chapter 21: The Biggest Misconception About REITs
Chapter 21: How REITs Improved The Real Estate Business
Chapter 21: The Future Of Single Family Home REITs
Chapter 21: Crowdfunding's Early Innings
Chapter 22: A Force That Will Change Real Estate Over The Next 40 Years
Chapter 23: Corporate Headquarter Sale-Leasebacks and Psychic Value
Chapter 24: Common Traits Of Successful Real Estate Entrepreneurs
Chapter 25: Real Estate Cycles and Local Sub-Market Correlations
Chapter 25: Three Real Estate Cycles Examined
Chapter 25: Why Commercial Lags Residential In The Real Estate Cycle
Chapter 25: Reduced Office Square Footage Per Employee: Cyclical or Secular Trend?
Chapter 26: Being Tough But Ethical