FYI: Burl East of American Assets Capital Advisors noted that rising rates and changing market conditions have set up real estate for a strong run, because he considers inflation to be real estate's best friend. That applies to only certain types of real estate, however, as he likes data centers, cell-phone towers, gaming properties and more but hates retail spaces. Also on the show, Charles Rotblut has the Stock of the Week, Gautam Khanna of Insight Investment discusses market risks, and Chuck follows up on a recent answer about portfolio changes.
Regards,
Ted
https://www.stitcher.com/podcast/moneylife-with-chuck-jaffe
