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