Office REITs At 45% Discount
6:37–7:10 · 33s
Jason says some office REITs trade 40% below asset valuations—his own COF around 45%—arguing sentiment, not fundamentals, drives the gap and creates opportunity.
6:37–7:10 · 33s
Jason says some office REITs trade 40% below asset valuations—his own COF around 45%—arguing sentiment, not fundamentals, drives the gap and creates opportunity.
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