|
|
Post by johnsmith on Dec 16, 2022 15:26:30 GMT
5 minute video; transcript available too. |
|
|
|
Post by anitya on Dec 16, 2022 19:53:26 GMT
5 minute video; transcript available too. PDO and PAXS have about 20% in CMBS, quite lower allocation than I thought they had but as expected, highest allocation in the PIMCO CEF stable. Disclosure: I do not own any of these. |
|
|
|
Post by bb2 on Dec 16, 2022 21:34:22 GMT
I'm in the Bay Area and heard a guy on NPR discuss the huge demand for lab space. So, I'm watching ARE.
|
|
|
|
Post by yogibearbull on Dec 17, 2022 13:02:33 GMT
A wide range of discussion includes public markets (REITs, CMBs, etc) and private nontraded-REITs, nontraded-CEFs. The latter have been in the news with several putting up redemption gates (BREIT, etc). Pimco is active in most of these areas.
|
|
