Jeffrey Langbaum

Senior U.S. REIT Analyst at Bloomberg Intelligence, providing insight into REIT sector performance, sectoral winners like senior housing, and the impact of rates on valuations.

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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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