REIT space

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 space, oldest first

Dec 1, 2025 neutral

Assertion Supported

Khoury: REIT Price Movements Are Now Double Long Pond's Early Years

“When we launched the fund, the first three years of the fund's existence versus the last three years of the fund's existence, the average move in the REIT space is literally two X today than it was then.”

John Khoury Dec 1, 2025 ▶ 12:55 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)

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REIT space

Everything said about REIT space, oldest first

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