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REIT market

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 market, oldest first

Dec 1, 2025
Insight
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…”
John Khoury Dec 1, 2025 ▶ 27:14 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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