Barron's Streetwise Looking for Deals in Rundown REITs
Oct 12, 2023
Richard Anderson, Head of U.S. REITs at Wedbush, discusses the poor performance of REITs this year and potential recovery next year. They analyze upcoming earnings reports, predict earnings growth for the sector, and discuss potential catalysts for positive attention. They also highlight favorite REIT stocks and correlation with interest rates.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Historical Significance of Alcoa and Earnings Season
02:10 • 7min
Earnings Growth, Misters, and Predictions for REITs
09:10 • 5min
The Underperformance of REITs and Potential Catalysts for Positive Attention
13:51 • 12min
Analysis of Favorite REIT Stocks and Correlation with Interest Rates
25:27 • 5min