Andy McCulloch, head of Real Estate analytics at Green Street Advisors, gives Grants the lay of the land. 1:18 Does the "everything bubble" include RE? 4:44 Breaking down the #Westfield acquisition 13:02 Cheap financing in #Europe and international arbitrage 16:24 "What would #Buffett buy?" CapEx creates mispricings 21:21 Current attractive opportunities Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com