Notas del episodio
In this episode, we explore the evolving landscape of industrial REITs, logistics, and platform businesses. Cambiar’s Adam Ballantyne discusses how consolidation has reshaped industries, why Uber and Airbnb are thriving, and what rising interest rates mean for real estate.
Palabras clave
investingequityinterest ratesvalue investingrailroadsmoneyairbnbuberindustrialsREITsreal estateplatform businesses