Sam Adams, CEO of Vert Asset Management, explains that corporations are renewing their leases without knowing their capacity needs for the return to office. The Vert Global Sustainable Real Estate Fund (VGSRX) contains real estate related companies including Prologis (PLD), American Tower (AMT), and Simon Property Group (SPG). Sam likes Prologis (PLD) stock and discusses its expansion and strong management. He also likes Simon Property Group. Alex Coffey explains a bullish call vertical options trade on PLD. He also shows a bullish call vertical trade in Extra Storage Space (EXR).
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