Real estate isde not boring. What we think of these days as properties like warehouses, distribution hubs, cold storage facilities has deftly not been boring since the pendemic. Many industries would prefer to move to a place of justin case manufacturing, a versus the just in time paradime that kindo was dominant for decades.
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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