World Model · podcast knowledge graph

E381: A16Z Partner: The Tax Strategy Hidden Inside Real Estate

2026-06-02 · 49 min · episode 381 · 7 entities

episode page audio

Asserted relationships

  • → hosted by David Weisburd person
    0.55
    evidence rules-v5
    Feed author/publisher: David Weisburd
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

Entities found in this episode

concepts 3

persons 2

  • mentioned David Weisburd person
    0.70
    evidence rules-v5
    Feed author/publisher: David Weisburd
  • hosted by David Weisburd person
    0.55
    evidence rules-v5
    Feed author/publisher: David Weisburd

companys 2

  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
Episode description as stored
What if the biggest inefficiency in investing today isn’t asset selection—but the fact that most investors still optimize for pre-tax returns instead of after-tax outcomes? In this episode, I sit down with Jeff Bramel, Partner at a16z Perennial, to discuss why real assets remain one of the most misunderstood areas of institutional investing. Jeff explains how structural diversification works beyond traditional portfolio theory, why private real estate behaves differently from public markets, and how tax efficiency can dramatically reshape long-term returns for taxable investors. We also explore opportunistic investing, portfolio construction, risk management, and why real estate may offer one of the largest remaining pockets of structural alpha.