James Ray
3
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Sep 3, 2026
EP#100 James Ray | This Isn't 2008: Distress, NOI, & the Equity Swing
49:43
J
23:56James RayGUEST
We take our jobs very seriously and try to invest a lot in it and making good decisions.
J
24:15James RayGUEST
And basically, it's a room full of probably the 10 most senior people in our investments group, including our chief investment officer.
J
24:23James RayGUEST
and one other junior guy in the office who was covering CNBS and me, who is more from the real estate side.
25 MINS LATER

Jay ParsonsHOST
And so I guess first and foremost, you agree, but secondarily, just I guess more broadly, I should say, is how do you think allocations toward SFR will be impacted for a typical institution? And meaning, could we see more capital swing to build to rent, multifamily, manufactured housing?
Promo: Episode 606 - Inside The DSA (w/ James Ray)
2:39
J
1:28James RayGUEST
Again, this is not like the position of like, you know, like Philly DSA or like National DSA or whatever.
J
1:34James RayGUEST
I think AOC is... a political careerist, traditionally an opportunist on an international issue, someone who generally has to be pressured significantly into even making minor concessions.
Briahna Joy GrayHOST
way that was like catharsis to me to just hear someone who isn't me say those words out loud
Ro Khanna's West Bank Trip and Why The Right Words Aren't Enough- w/ James Ray
B
17:27BrandonHOST
And so I don't know, like what other than what I guess we already discussed were your kind of thoughts on what you were saying there.
J
17:35James RayGUEST
I think if you're willing to call something a genocide and accept the fact that a project is genocidal.
J
17:40James RayGUEST
And this is my limited background in genocide and genocide studies is really what got me into like researching a lot of stuff around Palestine.
10 MINS LATER
B
27:34BrandonHOST
And what did they do? There's videos, including from Abby Martin's documentary of soldiers filming themselves joking as they double tap children that are playing by the fence it's like so that's your non-violent resistance like what do you mean