Do U.S. Consumers Still Have the Urge to Splurge?

The video discusses the business model of a REIT, focusing on land ownership and leasing to tenants in entertainment, recreation, and education sectors. It highlights consumer spending trends, the impact of economic conditions, and partnerships with malls. The REIT's investment strategy is knowledge-based, focusing on experiential retail. Topgolf's partnership with the PGA is seen as a growth opportunity, and geographic expansion is expected in the Sunbelt region.

How does the company view its sensitivity to recession?

What demographic trends are influencing growth in the REIT business?