Years ago, the market had adages such as “when the shoeshine boy talks stocks” or “taxi drivers telling you what to buy” to serve as warnings for market tops.  Widespread equity interest was certainly one of the themes of the pandemic, but, as we turn to 2022, it feels like retail sentiment has shifted from […]

In November, we participated in the annual REIT World conference where we had the opportunity to speak with 31 REIT management teams.  While we hope it will be the last 100% virtual conference sponsored by NAREIT, we did find it productive to speak to current portfolio companies as well as connect with several new companies […]