Aoyu Bai

Aoyu Bai is an analyst at Long Pond Capital, LP, based in New York, NY. In his current role, Bai focuses on equity investments within the real estate sector, conducting fundamental research and financial analysis to identify investment opportunities and assess portfolio risks. He is responsible for supporting portfolio managers in sourcing, evaluating, and monitoring public real estate securities, primarily within listed real estate investment trusts (REITs).

Bai's expertise centers around the real estate industry, with a particular emphasis on public equity markets in the United States. Prior to joining Long Pond Capital, he gained experience in investment analysis and asset management, with prior roles including work at Sone Capital Management. His sector knowledge encompasses U.S. real estate equities and related asset classes.

He holds undergraduate degrees from Queen's University and Hong Kong University, reflecting a strong academic background in finance and economics. Bai is recognized for his analytical rigor and sector specialization, contributing to Long Pond Capital's reputation in delivering research-driven investment performance in real estate public equities.