Rooster Equity Live Webinar
A FIRESIDE CONVERSATION AUGUST 12 - 7:30 PM CST
Value Investing in Real Estate: First Principles, From Benjamin Graham to the Middle Market
A candid, no-pitch-deck conversation on how classic value investing discipline applies to commercial real estate and how it shows up in a live deal.
Eric Schleien · Granite State Capital Management × Ben Kogut · Rooster Equity Partners
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What you'll walk away with
01 · Why value investing still works
Graham and Buffett's core ideas, and why the price-value gap never closes for good.
02 · Same discipline, different wrapper
Translating stock analysis (revenue, customers, balance sheet) into rents, tenants, and basis.
03 · The activist real estate playbook
A live example: buying from mom-and-pop owners, upgrading the tenant, and re-rating the asset.
04 · How every deal gets evaluated
Value first, downside second, seller motivation third, price last the margin of safety.
YOUR HOSTS
Ben Kogut, CCIM, MBA
Founder & Managing Partner, Rooster Equity Partners
20+ years in CRE, 45+ deals closed across retail, office, medical, industrial, and land. Leads the Net Lease Value Fund.
Eric Schleien
Granite State Capital Management Founder
