Uber, Airbnb & The Future of Industrial Investing
QPD Podcast di Cambiar Investors
S4 · E3
3 mar 2025
28:20
Note sull'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.
Parole chiave
investing
equity
interest rates
value investing
railroads
money
airbnb
uber
industrials
REITs
real estate
platform businesses