Miriam Gottfried
speaker
638 appearances
7 recordings
1 series
first heard Jul 2026
last heard 2d ago
Miriam Gottfried’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Aug 2026 with 4.
Appearances
It seems like these very these key data center markets that you described are very saturated right now, and it's pretty hard to build another data center in Northern Virginia, for example.
And the the rents they can charge that much more lucrative.
Exactly.
Exactly.
Burrus, Jr.: So their renewals are going to be a positive thing on the logistics.
It's going to be a lot like what
even go that far?
I don't know what
What are some of these new entrants?
I think that sort of gets to a really big question that I have, which is
Are REITs a defensive play?
Because we've talked on this podcast about how um you know heavy asset companies are um a good defensive play against a world we're you know made out of chips and bits.
Um
Are they also caught up in this AI thing?
Yeah.
Like are they actually as defensive as people want them to be?
When the interest rate news started kind of turning in the wrong d wrong direction for REITs.
So many of our listeners invest using index funds and might not be as, you know, into buying individual stocks.
With the REIT sector, is it m is it more useful though to like g get down to the subsector level and kind of pick which subsectors you think are gonna outperform versus just buying a REIT index and having that in your portfolio?
Trevor Burrus, Jr.
Showing 81–100 of 638 · page 5 of 32
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