This episode thoroughly analyzes the small-cap real estate sector, REITs in particular, during periods of rising inflation and interest rates. Eric Kuby, CIO of North Star, is joined by Sr. Analyst Jim Lane and Analyst Brooke Kuby to discuss. Their research uncovers the merits of Equity REITs with short duration leases, as well as companies with higher PP&E to enterprise value ratios. Given the uncertain economic environment and recent turbulence in the global economy, this may be a timely sector. At the end of the episode, Brooke interviews Andrew Spodek, CEO of Postal Realty Trust (PSTL), to examine PSTL's differentiated strategy. 

To read our research, please visit this website: https://nsinvestfunds.com/wp-content/uploads/2022/12/Real-Estate-White-Paper_FINAL.pdf

Our next episode will cover small-cap technology companies. To submit a question or other inquiry, please email [email protected].