Sam Zell: Investing In US Cities, Leadership and Infrastructure


An interview and Q&A with billionaire investor and founder of Equity Investments Groups, Sam Zell. In this interview Sam discusses what US cities he would invest in and which he would not. Sam also talks about education, infrastructure, leadership and his thoughts on the emerging markets.

Get The Timeless Reading eBook in PDF

Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.

Video Segments: 0:00 Introduction 0:34 Changing demographics impact on real estate? 8:17 Are we seeing the same trends in developed countries? 9:19 Middle class in emerging markets? 10:35 Resilience in US cities? 12:20 What cities are getting it right/ Where would you invest? 17:16 Your position in the office market? 18:47 Cheaper in Reno? 20:17 What is the policy direction we should be taking to roll back regulation? 21:20 Do we make the US so expensive that capital goes elsewhere? 22:11 Trends in education from city to city? 25:00 What role do you see of economic growth to a community that supports entrepreneurs? 29:32 What are the ingredients that make Silicon Valley so successful? 31:00 What should the US be doing in infrastructure? 32:05 What states have the right leadership? 32:57 What are they doing? 34:22 Creating resilience in emerging markets? 37:04 Brazil’s leadership is in crisis? 39:23 Perspective of the world? 43:33 Start of Q&A 43:46 Views on Presidential election? 47:17 Immigration policy? 50:36 What will happen in real estate over the next two years? 54:42 How should we think about reconciling what corporations want and the fiscal policy? 57:09 Do you see the 60% home ownership being stable? 1:00:17 Innovations in your company? Will gen Y leave the urban core?

Fastenal: Why Being Cheap Works As a Business Strategy

FastenalFastenal is one of the best-performing stocks of the past decade. Since the beginning of January 2010, shares in the industrial distribution company have yielded an average annual return of 16%, turning every $10,000 invested into $44,264. Q2 2020 hedge fund letters, conferences and more In many ways, Fastenal is not the sort of business Read More