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The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

The Memo by Howard Marks

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Opportunities and Divergence in Real Estate Market

Exploring the macroeconomic backdrop and performance of different sectors in the real estate market, the chapter discusses the healthy supply-demand fundamentals in multifamily and industrial sectors, with a focus on the growing demand for industrial space and the potential divergence across markets.

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