Westmount Realty Capital’s Booth makes contrarian bet on San Francisco office, podcast says
XLRE•Deal selectivity and capital raising
He stressed tighter deal selectivity, arguing long-term performance depends on saying no more often than yes.
Booth framed capital raising as relationship-driven, telling investors they underwrite the sponsor as much as the asset.
Contrarian stance on San Francisco office
Booth flagged a contrarian investment stance toward San Francisco office, citing opportunity in current market dislocation.
Booth outlines industrial real estate strategy
Westmount Realty Capital’s Cliff Booth outlined an industrial real estate strategy focused on discipline, capital markets timing, and platform durability across cycles.
