California-based real estate company involved in buying, selling, or managing residential or commercial properties.
1 take · first discussed Jan 10, 2026
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Among the hosts, only Chamath has weighed in on California real estate, expressing a bearish view with medium conviction heading into 2026. He singles out California luxury real estate as his pick for worst-performing asset of the year, citing the overhang of a potential wealth tax and the state's broader hostile business environment as key drivers of capital and resident outflows. No other hosts have offered a competing or corroborating view on this topic.
Chamath picks California luxury real estate as his worst performing asset of 2026, citing the wealth tax overhang and hostile business environment driving capital and residents out of the state.
I just said California luxury real estate because of the overhang of the wealth tax and all the things we're talking about.”1:09:16