towers

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

Everything said about towers, oldest first

Dec 1, 2025 bullish
Insight
Khoury: Niche REIT subsectors have decreased correlation across real estate
“The second thing that's happened is, as the public market has proven to be an efficient place to own and hold assets, more and more sub-sectors have come to the public markets. Data centers, towers, cold storage REITs, single family for rent REITs, gaming REIT…”
John Khoury Dec 1, 2025 ▶ 10:37 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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