"So that’s something I can leave the investors with. I don’t unfortunately know when the turnaround may begin or when these might start to stabilize and move higher, but it’s hard not to believe that over the next five, 10 years, these companies may not have better outcomes going forward than
"I don’t think investors are quite ready to just shrug this off and move on. But I do think that you do need to see markets recapture 5,450 and beyond in order for bulls to really start having a little bit more confidence here in the markets. I think a lot of that confidence got shaken out, if you
““Moreover, the repeatable and duplicable part of my process is that the income-oriented asset classes tend to take turns each year as either the best or worst performers, only to shift the following year.””
"A silver lining here may be that prices for some goods (such as gas) may decline over the near term, given that oil prices have come down from recent peaks, and that may help further cool inflation (although ongoing tensions in the Middle East have the potential to push energy prices higher)"
““Compared to other property types, warehouses require limited capital investment because they tend to be simple structures – they’re basically large boxes, which makes it straightforward for owners to build out or customize space for new tenants,” ”