Topics covered: Using securities to get real estate exposure, Setting a target allocation, Sector predictions, Real estate in a multi-asset portfolio, Inflation, Industrial sector, Impact of business travel, Healthcare REITs, GIS model, Earnings Growth, Cash flow expectations, C-Corps vs. REITs
Topics covered: Total return expectations, Stocks to avoid., Stock recommendations, Reliance on growth, REIT funds flow, Overseas interests, Outlook for dividends, Mergers and acquisitions, Market correction, Malls and hotels, Interest rate environment, Institutional investor concerns, Industry cycle, Impact of volatility in the market, Impact of tourism and business travel, Dividends, Capital market decisions, Asset disposal and redeployment
Topics covered: Stock picks, Stock cautions, Setting product price points, Retail environment, Performance vs. retro fashion footwear, Move towards dressy apparel, Historical valuation levels, Earnings projections, Consumer spending patterns, Consumer demographics, Athletic footwear
Topics covered: Valuations, The new product pipeline, Stock picks, Scientific trends, Partnership in pharma, Offsetting development costs, Impact of the FDA, Growth Prospects, Biotech Sector Outlook, Big pharma in biotech, Balancing the risk spectrum, Appreciation of the biotech space
Topics covered: Value stocks, The New Market Fund, The energy space, Technology Sector, Tax efficiency, Sell discipline, Major pharmaceuticals, Investment decision making, Controlling investment risk
