Industrial demand for warehouses is strong, but they can be rather cyclical. Data centers are another example of one that I think is a great opportunity right now. The tech startups that pride themselves on being asset light businesses will not shy away from data centers.
The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss: - How REITs differ from stocks - Publicly traded vs. private REITs - One office REIT that's evolving - Ways to spot a yield trap - REITs benefiting from e-commerce trends
Companies/REITs discussed: ESRT, SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR
Host: Deidre Woollard Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks
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