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REIT index

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

Everything said about REIT index, oldest first

Dec 1, 2025 neutral
Assertion Supported
Khoury: Four core subsectors previously comprised over two-thirds of REIT index
“They used to call it the four major food groups, office, industrial, retail, and residential, and those companies accounted for over two-thirds of the entire REIT index.”
John Khoury Dec 1, 2025 ▶ 9:44 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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