In this episode, we welcome Alex Goldfarb to discuss the broad and complex world of real estate investment trusts (REITs) and the real estate industry. Alex sheds light on the transformation of real estate from a niche asset class to a mainstream investment option, highlighting the current trends and challenges in the sector. He delves into the dynamics of various real estate segments, including commercial offices, data centers, and warehousing, as well as the impact of interest rates and the post-COVID landscape. The discussion also covers the perceived risks versus actual performance of real estate during economic downturns and the diverse opportunities available for investors. With a special focus on the nuanced and often misunderstood areas of real estate, this episode provides valuable insights for anyone interested in the sector.
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Bio:
Alexander Goldfarb is a managing director and senior research analyst at Piper Sandler. Previously, he was a managing director and the senior REIT analyst in the research department of Sandler O’Neill + Partners, L.P. Goldfarb joined the firm in 2009 following two years as a director and senior REIT analyst at UBS and five years at Lehman Brothers where he was a vice president and REIT analyst. Goldfarb holds a Master of Business Administration degree from the F.W. Olin Graduate School of Business at Babson College and a bachelor’s degree from Wheaton College
