Motley Fool Money

Time to Buy Industrial REITs?

Aug 4, 2022

Maria Gallagher, a senior analyst specializing in travel and footwear, discusses Booking Holdings' impressive growth amid fierce competition and Crocs' struggles with margins after acquiring Hey Dude. Meanwhile, Matt Argersinger, a real estate expert, analyzes the impact of Amazon's warehouse decisions on industrial REITs, exploring potential buying opportunities amidst market shifts. Together, they highlight the evolving landscape of both travel and real estate investing in today's economy.

23:04

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Episode guests

Maria Gallagher

Matt Argesinger

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Episode notes

Intro

2min

Navigating Competition in Travel

4min

Crocs' Strategic Growth and Challenges

4min

Shifts in Industrial Real Estate Dynamics

7min

Hospitality Sector Revival

5min

Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair!

(0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality - Crocs struggling with gross margin pressure and inventory management - Whether buying the Hey Dude line of footwear was a good use of capital

(10:41) Amazon's decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this group.

Stocks mentioned: BKNG, ABNB, CROX, WMT, TGT, STAG, EGP, PLD, RHP, PEB

Host: Chris Hill Guest: Maria Gallagher, Deidre Woollard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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