On Octo’s GR8 Debate: Ryan Dobratz discusses real estate investing amidst the Covid-19 pandemic

Jun 29, 2020 | Investment Strategy News, News

On June 18, 2020 Ryan Dobratz Portfolio Manager of the Third Avenue Real Estate Value Fund, participated in the “GR8 Debate” segment on Octo TV. Watch the video of Ryan and his comments on Third Avenue’s balanced approach to investing in real estate, the importance of a strong financial position, and the advantages (and disadvantages) of accessing property through the listed markets. 




Institutional Class, Investor Class and Z Class shares are subject to minimum investments.

For a copy of the prospectus click here, read it carefully before investing.

FUND RISKS:  In addition to general market conditions, the value of the Fund will be affected by the strength of the real estate markets. Factors that could affect the value of the Fund’s holdings include the following: overbuilding and increased competition, increases in property taxes and operating expenses, declines in the value of real estate, lack of availability of equity and debt financing to refinance maturing debt, vacancies due to economic conditions and tenant bankruptcies, losses due to costs resulting from environmental contamination and its related clean-up, changes in interest rates, changes in zoning laws, casualty or condemnation losses, variations in rental income, changes in neighborhood values, and functional obsolescence and appeal of properties to tenants. For a full disclosure of principal investment risks, please refer to the Fund’s Prospectus here.

Capitalization Rate Definition – The capitalization rate (also known as cap rate) is used in the world of commercial real estate to indicate the rate of return that is expected to be generated on a real estate investment property. This measure is computed based on the net income which the property is expected to generate and is calculated by dividing net operating income by property asset value and is expressed as a percentage. It is used to estimate the investor’s potential return on their investment in the real estate market. Cap rates are not indicative of the funds overall performance. Source: Investopedia.com

Top 10 holdings and additional fund information click here

Holdings and allocations are subject to change.

Purchasing a security at a discount does not guarantee a profit or Protect against loss.

The content in the video should not be viewed as a current or past recommendation or a solicitation of an offer to buy or sell any securities or investment products or to adopt any investment strategy.  The market opinions and analysis presented may not reflect those of Third Avenue Funds as a whole and different views may be expressed based on different investment styles, objectives, views or philosophies of the participants. If you have any questions, please call 212-888-5222 or visit thirdave.com for more information.