GIC sector

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 1, 2025 by John Khoury · across every show →

Everything said about GIC sector, oldest first

Dec 1, 2025 bullish
Assertion Supported
Khoury: Real Estate Is the Only S&P Sector Down Since 2022
“You're talking to somebody who's investing in the only GIC sector in the S&P that's still materially down since 22. The GIC and REITs is down almost 20%, while the S&P is up 40. We've now, since the beginning of 22, underperformed the S&P by 60%. I believe the…”
John Khoury Dec 1, 2025 ▶ 56:09 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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