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When in Doubt, Zoom Out

The Compound and Friends

CHAPTER

The Class a Tenants Are Crowding Into Class a Buildings

There's a flights quality and commercial real estate in big cities. It's not that companies are running away from the cities. What's really going on is the class A tenants are crowding into class A buildings. We're out of shorts. Do we have any more? Nicole? Oh, I don't know. Can I throw the trade? Hold on. So zoom out in healthcare does that look terrible? No, I buy it. This is what I bought this week. Hit us. And then we're going to call the Avi. Yeah. If we're above one 35, I like it long. I'm very, very long.

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