Opportunistic Real Estate - Altegris/AACA - with Burl East
b'Burl discusses this uniquely focused Real Estate Securities marketplace strategy. \\xa0A Long/Short strategy focused on companies that\\xa0are able to have a monopolistic pricing model, enabling them to raise prices more often than usual. \\xa0An example is the cell phone tower business, with less price competition, limited suppliers, and barrier to exit, and secular demand drivers, and seek to hedge with the short positions. \\xa0They like to invest in real estate that invests in the internet of things. \\xa0Looking to benefit from "Pricing Power." \\xa0This is indeed a most interesting interview that you won\'t want to miss.'