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The Takeaway with Troy Gayeski: Become the bank
Manage episode 432946353 series 2899874
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How are investors “becoming the bank” through investments like mortgage REITs? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why current conditions favor these debt-focused CRE investments and how to pick one.
Troy joins Content Strategist Harrison Beck to examine the regulatory trends shaping CRE lending, how higher interest rates can amplify potential opportunities and what investors may want to seek out when evaluating these investments.
“If you can be the bank and potentially earn an attractive return well above cash without taking uncomfortable levels of risk, what a wonderful outcome.” –Troy Gayeski
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Chapter
1. Introduction (00:00:00)
2. Understanding mortgage REITs (00:01:24)
3. The shift from equity to debt in CRE investing (00:04:14)
4. Navigating the mortgage REIT landscape (00:06:46)
5. Regulatory reforms and private lending (00:09:26)
6. Investor sentiment and potential market opportunities (00:12:19)
7. Key characteristics of potentially successful mortgage REITs (00:16:53)
8. The takeaways (00:21:18)
30 episode
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