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The Trade That Made Us Go “Hmm…” And Countdown to Netflix Earnings 4/17/23

CNBC's "Fast Money"

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The Toxic Economy in the Commercial Real Estate Space

Commercial real estate has gotten so much bad press. We're talking about areas that have a lot of great demand tailwinds that should do really well. That's 97% of the US listed REIT space, right? So data centers, you think about what's really happening out there from the perspective of AI, chat, GPT, that requires a ton of computing power. They're seeing pricing power, unlike they have seen in the last 25 years today. And that's a really great opportunity across the REIT space,.

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