Hotel industry has really bounced back, according to Yoav. Some reports suggest that bu travel is coming back - but i don't know aboutit. I think private aquityis getting more involved or seeing the values in t space. We'll also see an increase in valuation, valuations have been beaten down. If if not arb and beers, there any hotel or hospitality a company you cant have your eye on? Yes, two hotel rets that i've, i've talked about in the past, rymond hospitality, trust a tigger, r hp and pebblebrook hotel trust, a, tigger, p e b.
Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair!
(0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality - Crocs struggling with gross margin pressure and inventory management - Whether buying the Hey Dude line of footwear was a good use of capital
(10:41) Amazon's decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this group.
Stocks mentioned: BKNG, ABNB, CROX, WMT, TGT, STAG, EGP, PLD, RHP, PEB
Host: Chris Hill Guest: Maria Gallagher, Deidre Woollard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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