Cohen & Steers’ Seth Laughlin on Value of Sector Positioning Amid Disruption
About this episode
Seth Laughlin discusses the impact of sector positioning and economic disruptions on REIT performance.
Seth Laughlin, head of real estate strategy & research at Cohen & Steers, joined the REIT Report podcast to discuss key forces shaping REIT and listed real estate performance today, including the importance of sector positioning amid an economy facing accelerated disruptions. Citing “massive” changes in corporate and consumer behavior, Laughlin noted that “as we look forward, I think AI is going to be the next disruption to how the economy takes space.” Given these vast shifts, “I do ...
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