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Behind the Markets Podcast: Eric Rothman

Behind the Markets Podcast

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The Secular Trends in the REIT Market

Retail is always in a state of creative destruction, but perhaps never more so than it has been the last three years. Cap rates for regional malls have gone from some of the lowest in the REIT market back when, you know, 10 years ago, kind of everything was trading at a seven. Some of the high quality assets haven't seen quite as much cap rate expansion, but they've gone from one of the cheap, the lowest yield assets to among the highest yielding assets.

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