US Office REITS are probably the most interesting bet right now.
If Trump/Musk succeed in pushing down 10-year yields & boosting US employment - office occupancies & rentals will go up substantially even as the asset class becomes more investable/financeable.
If Trump/Musk succeed in pushing down 10-year yields & boosting US employment - office occupancies & rentals will go up substantially even as the asset class becomes more investable/financeable.
Comments