1 deck published between 2021-11-01 and 2021-11-01 — 5 pages, 5 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
REITs hedge inflation, but only short-lease high-margin sectors — residential, self-storage, warehouses — work; office and net lease are bond-like losers in a 6%+ CPI world.