Empowering Diversity and Inclusion in Business
Bloomberg Businessweek
00:00
The Devil's in the Details
We're thinking a lot about real estate I think about Sam Zell what a player in terms of that and of course his passing today. We are extremely underweight office and retail and our highest conviction sectors are the industrial sector multi family and single family rentals as well as some dead in that space with Freddie Mac etc. And also some specialty sectors like life sciences and data storage with regard to industrial for example it's been probably the hottest sector for the past five or ten years, we think it will be for the next five or ten.
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