REITs Favored, Wells Fargo AM's Miletti Says

The video discusses the current market volatility and how it creates opportunities for active managers, particularly in stock selection. It emphasizes the importance of long-term investing and taking advantage of market emotions. The discussion also highlights the potential of the technology sector and other overlooked sectors. Additionally, the video explores the benefits of investing in Real Estate Investment Trusts (REITs), noting their asset value and yield potential, especially in the context of interest rate cuts and global economic conditions.

What is the significance of real estate investment trusts (REITs) in the current market environment?

How does the speaker view the future of real estate values in relation to past cycles?