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Wall Street Splits Over Inflation’s Path
Bloomberg Businessweek
The Secular Decline of Real Estate in the Economy
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We are not big fans of real estate assets that are either in a cyclical risk or secular decline. Apartment buildings, single family homes for rent, self-storage units, industrial warehouses will get you to the next cycle. Credit spreads are telling us a recession is coming, but they haven't widened out enough yet. That's why we're avoiding publicly traded non-investment grade bonds.
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