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Talk Your Book: State of The Real Estate Market

Animal Spirits Podcast

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Analyzing Today's Real Estate Market

This chapter explores the current state of the real estate market, emphasizing its underperformance relative to other sectors due to rising interest rates. It discusses the adaptability of Real Estate Investment Trusts (REITs), particularly in the office sector, and contrasts the recovery of high-quality properties with challenges faced by lower-tier investments. Additionally, it highlights the investment landscape for data centers and the significance of market capitalization distribution within REITs.

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