Lead-Lag Live cover image

Retiring Early On Dividends With Mark Roussin

Lead-Lag Live

00:00

The Uniqueness of REITs From a Quant Strategy Perspective

I always found REITs to be fascinating from a quant strategy perspective yeah absolutely and I think you know I may have briefly touched on it but there's just so many sectors of REITs. My highest exposure is to VICI properties which is a gaming and hospitality REIT they're the largest landlord on the Las Vegas strip 45% or or 50% of their entire exposure as a portfolio is there in Las Vegas. They've honed in on that sector whether times are booming or we're going through a recession.

Play episode from 36:14
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app