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Baron's Kolitch: Don't wait for the 'all clear' on real estate; now's the time
Manage episode 405858946 series 2712770
Jeff Kolitch, portfolio manager for the Baron Real Estate and Baron Real Estate Income funds, says that the scary headlines about real estate -- and particularly commercial real estate -- have been an over-reaction and says investors want to be looking at real estate stocks now rather than waiting for "an all-clear signal" on the industry. "The best time to step in is when there's angst out there," Kolitch says, "and we like the set-up and think it's a great time to lean into real estate." Kyle Guske, investment analyst at New Constructs, reaffirms Rivian as a zombie stock that remains overvalued despite coming down by 30 percent in a recent drop-off, and he notes that the stock seems inexorably headed to losing everything. In the Market Call, Jason Browne, president of Alexis Investment Partners -- manager of the Alexis Practical Tactical ETF -- talks exchange-traded funds.
1543 episoder
Manage episode 405858946 series 2712770
Jeff Kolitch, portfolio manager for the Baron Real Estate and Baron Real Estate Income funds, says that the scary headlines about real estate -- and particularly commercial real estate -- have been an over-reaction and says investors want to be looking at real estate stocks now rather than waiting for "an all-clear signal" on the industry. "The best time to step in is when there's angst out there," Kolitch says, "and we like the set-up and think it's a great time to lean into real estate." Kyle Guske, investment analyst at New Constructs, reaffirms Rivian as a zombie stock that remains overvalued despite coming down by 30 percent in a recent drop-off, and he notes that the stock seems inexorably headed to losing everything. In the Market Call, Jason Browne, president of Alexis Investment Partners -- manager of the Alexis Practical Tactical ETF -- talks exchange-traded funds.
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