Public REITs

topic on 2 shows · 2 statements across 2 episodes

2 statements about Public REITs, every show

Khoury: Niche REIT subsectors have decreased correlation across real estate

“The second thing that's happened is, as the public market has proven to be an efficient place to own and hold assets, more and more sub-sectors have come to the public markets. Data centers, towers, cold storage REITs, single family for rent REITs, gaming REIT…”

John Khoury Dec 1, 2025 ▶ 10:37 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)

a16z Assertion Not checkable as stated

Hefetz: Divvy Homes achieves higher rent yields than public REITs

“We get more rent per home on sort of a constant purchase price basis versus any of the public REITs.”

Adena Hefets Feb 10, 2020 ▶ 12:07 A Novel Path to Homeownership

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Public REITs

2 statements about Public REITs, every show

Turn any episode into a week of clips.