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Is Real Estate Dead Money? This Investor Says Absolutely Not
Rising interest rates have punished real estate stocks and left investors wondering: Is real estate dead money?
Jeff Olin, President & CEO and Portfolio Manager at Vision Capital Corporation, says absolutely not. While higher rates matter, he argues that supply and demand ultimately matter more—and that today’s disconnect between public and private real estate markets is creating opportunities. With billions of dollars of private capital still looking for deals, Olin expects the wave of M&A in real estate to continue.
Olin explains why Vision has increased its net long exposure, where he sees…
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