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We're at the doorstep of a new real estate cycle and that set up of low rates, the beginning of an economic cycle,

demand and supply relationship for real estate and good shape and quality balance sheets, it's attractive.

And then again, as real estate's been in the crosshairs of the pandemic or the bullseye of it, so to speak,

if in fact the economy does begin to reopen this year, reach should be a disproportionate beneficiary.

Welcome to the Baron Streetwise Podcast. I'm Jack Howe.

The voice you just heard, that's Jeff Colich. He's the manager of a top performing real estate fund called Baron Real Estate.

Anything's now is an excellent time to buy real estate investment trusts or REITs.

We'll hear his case in a moment and we'll get his top REIT picks and those of a Wall Street analyst,

and we'll gather some thoughts along the way about buying or selling a house this year.

I feel like this episode is a cozy fixer opera with real potential. What do you think, Metta?

Yep, I think there's a real floor under those carpets.

Oh, do not look under the carpets. That's a mistake.

Listening in as our audio producer, Metta, some Metta, you know that I just bought a house.

I do, yeah. Congratulations.

Thank you. My family and I are excited to move.

...