The Real Estate Investment Trust (REIT) resurgence is finally underway, and we believe it’s only the beginning. After facing significant challenges from early 2022 to spring 2024, including restricted financing options and rising interest rates, REITs are now poised for a sustained upswing.
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As a seasoned expert in REIT investing, I’ve developed a deep understanding of the sector through my work at Leonberg Capital, a value-oriented investment boutique. With a strong academic background, including award-winning research papers, and extensive connections with top REIT executives, I’m well-positioned to provide valuable insights into this space.
Please note that I hold a beneficial long position in ARE and REXR through stock ownership, options, or derivatives. This article reflects my personal opinions and is not influenced by any external compensation or business relationships.
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