passive capital
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Dec 15, 2022 by Carol Geremia · across every show →
Everything said about passive capital, oldest first
Dec 15, 2022 bearish
Geremia: Obsessive Growth at Any Cost and Passive Capital Have Hit Limits
“I think what we're seeing today is that obsessive growth at any cost is over. I think we're seeing the limitations of passive capital. I think we're seeing the limitations of short-term alpha. I think we're going to start to desperately realize how important l…”
Dec 1, 2025
Khoury: Passive Capital Inflates REITs Paying Unsustainable Dividends
“If you've got a significant amount of passive capital, which the REIT market now does, and a passive capital doesn't really care about anything, oftentimes securities can trade at levels that are higher than they otherwise would be because they're paying divid…”