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Matthew D. McCall » Comments » TAO
More on TAO by Matthew D. McCall
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Two Unique Approaches to Real Estate Investing [View article]
With CMO you are correct that it concentrates on residential mortgages, but a major blowup in the commercial side would likely hurt the entire RE market. I believe the potential blowup is overdone and CMO should be able to sidestep any issues.
TAO is an aggressive play, but I do not feel the China RE or stock market is at bubble levels. They are both working their way back from major pullbacks.