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Jeffrey Langbaum

Senior U.S. REIT analyst at Bloomberg Intelligence who analyzes real estate markets and REITs, here discussing institutional purchases of single-family homes and housing supply issues.

Top 3 podcasts with Jeffrey Langbaum

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5 snips
Jan 7, 2026 • 29min

Trump Hits at Institutional Investors in Single-Family Homes

Jeffrey Langbaum, a Senior REITs and Commercial Real Estate Analyst, discusses Trump's proposal to ban institutional investors from buying single-family homes, highlighting its potential impacts on market growth. Joe Deaux, an economic reporter, examines U.S. asset seizures in Venezuela and the complexities of oil revenue management. Francisco Rodriguez shares insights on stabilizing Venezuela economically, prioritizing oil exports to avoid crises. Geetha Ranganathan analyzes Warner Bros.' rejection of a takeover bid, focusing on financial risks and future consolidation strategies.
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Jan 8, 2026 • 24min

Trump Demands More Defense Spending But Threatens Biggest Firms

Ken Shea, a senior consumer products analyst, discusses Constellation Brands' earnings amidst market challenges and the growing trend of ready-to-drink protein beverages. Jeffrey Langbaum, a senior REIT analyst, explains Trump’s proposal to limit institutional buyouts of single-family homes, arguing that supply shortages, not buyers, drive affordability issues. George Ferguson, an aerospace and defense expert, analyzes Trump’s demand for increased defense spending, warning about investor concerns over corporate strategy and potential regulatory impacts.
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Dec 5, 2025 • 36min

BI Weekend: NYC Casinos, Macy’s, Salesforce Earnings

Mary Ross Gilbert, a retail expert, delves into Macy's improving strategies and cautious outlook after strong earnings. George Ferguson discusses critical quality issues plaguing Airbus, raising concerns over delivery targets. Jeffrey Langbaum highlights the strong potential of senior housing in the REIT sector amidst declining performance, while Helen Kou analyzes surging power demands from AI-driven data centers, warning of potential grid shortfalls. Expect engaging insights as they navigate these current market dynamics!

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