The Alternative Investment Podcast Q1 2023 REIT Performance & Sector Update, With David Auerbach (Episode 126)
Apr 10, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
REITs and the 10-Y Treasury Yield
02:02 • 2min
The Importance of Fundamentals in REITs
03:57 • 3min
The Power of Self-Storage in a Recession
06:51 • 2min
Amazon's Job Cuts
08:47 • 2min
The Rise of Industrial Wreaths
10:40 • 2min
What Are Investors Buying Into REITs?
12:49 • 2min
How to Buy a Multifamily Reach
14:37 • 2min
How to Buy a REIT When It's on Sale
16:09 • 2min
The Disadvantages of Professional Management in REITs
18:26 • 3min
The Rise and Fall of Office REIT Stocks
21:22 • 3min
How to Get Tenants Back to the Office
24:24 • 2min
The Negative New York Bias
26:04 • 2min
Multifamily: The Future of Office Space
28:00 • 5min
How to Invest in Multifamily
32:35 • 2min