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Technical Note on ESG and Impact Investing in Real Estate
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Liberty Square and the Affordable Housing Crisis
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Wells REIT II
Dr. Richard Planter, a dentist, asks his financial adviser, Michael Saris, to review an offering memorandum for a new, private real estate investment trust. After reviewing the documents, Saris needs to develop an analytical framework and provide concrete advice regarding the investment. -
Wells REIT II, Spreadsheet Supplement
Spreadsheet Supplement for case 205019