REITs, Homebuilders, and the Return of Las Vegas

You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting more expensive, and companies continue to struggle with hybrid-work plans. Deidre Woollard and Matt Argersinger discuss: - Lesser-known office REITs that may be presenting opportunities for investors - Homebuilders facing headwinds - Lessons from Las Vegas’s comeback Companies mentioned: SLG, ARE, HPP, DEA, TOL, PHM, HD, LOW, SHW, POOL, SPG, VICI, KIM, EPR Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices