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Q1 2023 REIT Performance & Sector Update, With David Auerbach (Episode 126)

The Alternative Investment Podcast

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The Importance of Fundamentals in REITs

"I cannot roll my eyes hard enough at taxable bond yields because it's been financial repression since I've been alive on an after-tax basis. And this is why I like REITs. They have a yield, but the yield can grow," he said. "We're hoarding more than we ever have in the past part of my language." He added: We're always ordering packages from Amazon and pick your favorite on my meat tank.

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