Episode Details
| Title | Falling rates: A salve for real estate? |
|---|---|
| Date | 9/24/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $RETAIL - Retail real estate is favored due to its exposure to the strength of US consumers, indicating potential for growth in this sector.
- “One segment that we like is actually retail. That gives you good exposure to the strength of US consumers.” - Lotfi (23:04)
- 🟢 $LOGISTICS - 🔒
- 🟢 $REALESTATE - 🔒
- 🟢 $NEWOFFICE - 🔒
- 🟢 $HOTELS - 🔒
Bearish:
- 🔻 $OLDOFFICE - 🔒