While multiples have fallen, valuation is fair at best, says Vikram Malhotra. He discusses the outlook for industrial real estate, as well as real estate subsectors to watch. He talks about how market rent growth is a key driver of multiples. He also goes over how health care real estate is positioned. He then highlights WeWork (WE) where Mizuho has a buy rating and a $9 price target, and Duke Realty (DRE) which has a buy rating from Mizuho. Tune in to find out more.
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