1.In recent decades, as a public company, your chances of survival is about 60-70% across the first 5-years (which drops to 50-60% over a 7-year window).
Mauboussin quips “public companies have a half-life of about 10 years” — makes you think: buy-and-hold works at the aggregate index-level, but the implication of this data is many individual companies drop-off along the way.
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2.If you ask the average investor what market they think will do the best in 2025, probably most would say USA
But what if the opposite of consensus happens -- valuations point us in an interesting direction:
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3.REITs ready?
Things to think about for REITs + CRE:
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