Zortix matched this thesis to Real estate ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Real estate numbers don't pencil versus T-bills
The guest argued that in the current high-rate, low-inventory environment, buying an investment property often doesn't make sense compared to the risk-free return from a Treasury bill.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.