(12/8/22) The problem with Private REIT's: Things are great until they aren't; what happens when investment funds "gate" distributions: You can't get your money out. Blackstone investors want their money back, thanks to falling real estate prices & contagion. Blackstone is another domino in a string with FTX and UK pension funds as the Fed pulls liquidity from markets. Could Blackston trigger a Fed pivot? The Greed Cycle: Too much money chasing too few assets. The risk of financial stability would trip the Fed to pivot. As the Fed dries up liquidity, leverage also dissipates. This is what it means for the Fed to "break" something. SEG-3: The Problem w Private REITs SEG-4: The Greed Cycle & Fed Liquidity Injection Unwinding Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch the full show from which this is excerpted: _i8xKt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this podcast: "Double Dog Dares and Equity Risk Premiums" https://realinvestmentadvice.com/double-dog-dares-and-equity-risk-premiums -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Blackstone #PrivateREIT #GreedCycle #FederalReserve #FinancialConditions #InterestRates #RateHikes #ChristmasShopping #Inflation #MarketFundamentals #MarketTechnicals #Markets #Money #Investing |
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