Uber, Airbnb & The Future of Industrial Investing
QPD Podcast by Cambiar Investors
S4 · E3
Mar 3, 2025
28:20
Episode notes
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.
Keywords
investing
equity
interest rates
value investing
railroads
money
airbnb
uber
industrials
REITs
real estate
platform businesses