CenterSquare's Moriarity on the Markets

The video discusses global market dynamics, focusing on factors like inflation, COVID recovery, and their impact on company earnings. It highlights the valuation of REITs compared to the S&P 500, emphasizing investment opportunities in data centers. The video also explores supply chain resilience, particularly the shift towards nearshoring and its effect on industrial real estate. Lastly, it examines ESG investing in real estate, stressing the importance of sustainability and its financial benefits.

What are the different factors affecting global markets as mentioned in the text?

How does the strength of balance sheets influence investment decisions?

What are the characteristics of REITs compared to the S&P 500?

In what ways are data centers impacting the real estate market?

How are companies adapting their supply chains in response to global market changes?

What is the significance of ESG investing in the context of real estate?

What role does sustainability play in the demand for industrial real estate?