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President Biden's Future and the Equity Rally

Bloomberg Surveillance

CHAPTER

Democratic Party Strategy and Real Estate Trends

The chapter delves into the Democratic Party's strategic positioning for the upcoming election, focusing on the decision-making process following President Biden's campaign fundraising. It also discusses shifting voter dynamics in Pennsylvania, particularly among male voters. Additionally, the conversation examines trends in the American real estate market, including opportunities in industrial real estate due to shifts in supply chain and e-commerce, as well as the influence of big institutions like Blackstone on the single-family rental market.

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