The NAREIT index of REITs lags the stock market and rightly so as investors worry over rents, income relative to the virus-recession for the US.
In this podcast, I discuss the long-term scenario for the 2020s and 2030s. I mention a super-cycle bear market due in the 2030s. Like the 1929-30s crash?
In the meantime, there will be twists and turns, but the chart shows the model output that suggests a reason for optimism later this decade.
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