'The Big Short' Michael Burry Buys Real Assets Hand Over Fist

Summary

  • 60% of Michael Burry's hedge fund is invested in real asset stocks.
  • In addition to that, Burry also buys a lot of farmland.
  • We explain why he is investing so heavily in real assets and how you can gain similar exposure.
  • We're currently running a sale at my private investing ideas service, High Yield Landlord, where members get access to portfolios, market alerts, real-time chat, and more. Learn More »

"The Big Short" New York Premiere - Outside Arrivals

Astrid Stawiarz

Michael Burry is one of the best investors of our time.

He is famous for predicting the great financial crisis and profiting off the housing crash of 2008. His hedge fund earned returns that outperformed the S&P500 (

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MIchael Burry buys GEO Group

GEO Group

Charter Communications cable network

Charter Communications

Michael Burry warns about inflation

Michael Burry Twitter

Michael Burry warns against hyperinflation

Michael Burry Twitter

Michael Burry inflation has not peaked yet

Michael Burry Twitter

Michael Burry inflation is a tax

Michael Burry Twitter

Michael Burry warns of a crash

Michael Burry Twitter

Michael Burry warns of unsustainable valuations

Michael Burry Twitter

Michael Burry invests in real assets

Michael Burry Twitter

Michael Burry invests in real assets

Michael Burry Twitter

REIT cash flow reaches all time high

NAREIT

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Data by YCharts

BSR texan apartment community

BSR REIT

EastGroup Properties industrial park

EastGroup Properties

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This article was written by

Jussi Askola profile picture
57.23K Followers
Become a “Passive Landlord” with our 8% Yielding Real Estate Portfolio.

Jussi Askola is a former private equity real estate investor with experience working for a +$250 million investment firm in Dallas, Texas; and performing property acquisition in Germany. Today, he is the author of "High Yield Landlord” - the #1 ranked real estate service on Seeking Alpha. Join us for a 2-week free trial and get access to all my highest conviction investment ideas. Click here to learn more! 

Jussi is also the President of Leonberg Capital - a value-oriented investment boutique specializing in mispriced real estate securities often trading at high discounts to NAV and excessive yields. In addition to having passed all CFA exams, Jussi holds a BSc in Real Estate Finance from University Nürtingen-Geislingen (Germany) and a BSc in Property Management from University of South Wales (UK). He has authored award-winning academic papers on REIT investing, been featured on numerous financial media outlets, has over 50,000 followers on SeekingAlpha, and built relationships with many top REIT executives.


DISCLAIMER: Jussi Askola is not a Registered Investment Advisor or Financial Planner. The information in his articles and his comments on SeekingAlpha.com or elsewhere is provided for information purposes only. Do your own research or seek the advice of a qualified professional. You are responsible for your own investment decisions. High Yield Landlord is managed by Leonberg Capital.

Disclosure: I/we have a beneficial long position in the shares of FPI; HOM.U; EGP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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