Third Avenue's Jason Wolf says recent market disruptions have allowed the fund to take startup positions in Continental Europe for the first time and have made U.S. homebuilders more attractive.
Certain international real estate markets are offering very strong fundamentals and long-term growth prospects at better pricing than the U.S. and U.K. real estate markets, says Third Avenue's Jason Wolf.
Even after working through the impact of impending regulations, valuations for the for-profit educators are far higher than where they are trading today, says RS Investments manager Joe Wolf.