Schwab Network: Bull Case for Lodging & Travel: Rebound Coming for 3Q?
Featured on Schwab Network - Greg Friedman breaks down the trends he sees to explain why optimism is high for lodging.
Greg Friedman joined Schwab Network to talk about how the commercial real estate business is repricing itself as yields remain elevated due to the U.S.-Iran war.
He tells investors in the space to brace for pain on the balance sheet, though it likely creates new opportunities long-term. Greg adds that data centers now make up 1% of commercial real estate, a number set to accelerate and create new headwinds for properties.
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