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EP #162 | Navigating the World of REITs with Brad Thomas, aka mr REIT

Dividend Talk

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Rising Interest Rate Implications on the Real Estate Investment Trust Sector

The hosts discuss the impact of increasing interest rates on the real estate investment trust (REIT) sector, addressing concerns about the changing landscape and inflation. They explore the relationship between interest costs, cap rates, and the 10-year Treasury, and predict a pause in rates followed by further increases. They also share their positive outlook on net lease, data centers, cell towers, and warehouses in the real estate market.

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