An analysis of the challenges faced by REITs due to oversupply and economic cycles, exploring the sector's weaker performance in the market. The chapter also delves into potential investment opportunities within REITs, including Prologis, Industrial, Mid-American Multifamily, and Simon Property Group.
Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT investors?
Matt Argersinger and Ricky Mulvey discuss the state of the multifamily market and why REITs (of any stripe!) aren’t out for the count quite yet.
Host: Ricky Mulvey
Guest: Matt Argersinger
Producer: Mary Long
Engineer: Dan Boyd
Epic Bundle discount link: www.fool.com/epic
Companies discussed: MAA, PLD, DLR, SPG
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