retail real estate
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 10, 2025 by Jay Ripley · across every show →
Everything said about retail real estate, oldest first
Nov 10, 2025 positive
Ripley: Sector Selection in Real Estate Outweighed Individual REIT Picking
“If you looked at public markets to make this a simple comparison, the decision to invest in data centers over retail real estate was dramatically more impactful than the decision of which REIT you bought within that structure.”