What podcasts say about Jon Petersen

Every statement, with the speaker, the exact quote and the moment it was said.

What Jon Petersen has said on podcasts

28 statements · 19 positive · 7 negative · 2 neutral

on REITsPositiveSep 20, 2026· WSJ's Take On the Week
REITs probably will not repeat their 2022 performance under higher rates.
“I don't think we'll see a repeat of what we saw in 2022”
Listen at 11:13
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Real estate financingNegativeSep 20, 2026· WSJ's Take On the Week
Higher interest rates increase real estate financing costs.
“if interest rates go up, then your cost of debt on... financing that building would go up”
Listen at 11:56
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Real estate cap ratesNegativeSep 20, 2026· WSJ's Take On the Week
Higher real estate cap rates reduce property values.
“Cap rates go up, values go down”
Listen at 12:08
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on REITsNegativeSep 20, 2026· WSJ's Take On the Week
Five-percent Treasury yields may cause near-term REIT underperformance.
“I don't know if that creates a new sort of mental block for the community that drives a little bit of underperformance here in the near term”
Listen at 12:34
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on New real estate constructionPositiveSep 20, 2026· WSJ's Take On the Week
Higher rates have limited new real estate supply growth.
“supply growth is very limited because it just hasn't made economic sense to start new real estate projects over the past few years”
Listen at 13:17
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on REIT sectorPositiveSep 20, 2026· WSJ's Take On the Week
Muted new supply currently leaves the REIT sector healthy.
“the sector is in a healthy position because new supply growth is fairly muted right now”
Listen at 13:32
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on REIT earningsPositiveSep 20, 2026· WSJ's Take On the Week
REIT earnings are expected to grow about 7% annually over the next few years.
“our expectation for earnings growth over the next few years is about seven percent a year”
Listen at 13:47
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on U.S. 80-plus populationPositiveSep 20, 2026· WSJ's Take On the Week
The U.S. 80-plus population is expected to grow above 5% annually for ten years.
“the expectation for population growth of that demographic is expected to be above 5 percent for the next 10 years”
Listen at 14:48
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Welltower and Ventas senior housing propertiesPositiveSep 20, 2026· WSJ's Take On the Week
Welltower and Ventas currently have 15–20% annual same-property NOI growth.
“they're seeing same property net operating income growth in the 15 to 20 percent range annually right now”
Listen at 16:08
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Logistics REITsPositiveSep 20, 2026· WSJ's Take On the Week
Logistics REIT earnings growth is expected to remain strong.
“we expect earnings growth to still be strong”
Listen at 18:03
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Class A mallsPositiveSep 20, 2026· WSJ's Take On the Week
Limited mall supply and tenant demand are driving mall values higher.
“it's driving values higher”
Listen at 21:15
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Digital Realty and Equinix data centersNeutralSep 20, 2026· WSJ's Take On the Week
Digital Realty and Equinix primarily own data centers in major U.S. markets.
“That's where Digital Realty and Equinix primarily own their data centers”
Listen at 23:17
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on InferencePositiveSep 20, 2026· WSJ's Take On the Week
AI inference will become more important relative to training.
“inference is going to become a lot more important”
Listen at 24:18
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on AI inference demandPositiveSep 20, 2026· WSJ's Take On the Week
Greater AI inference demand will shift demand toward major data-center markets.
“that's going to drive, I think, more of this demand into. the major tier one data center markets”
Listen at 24:24
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Northern Virginia data centersNegativeSep 20, 2026· WSJ's Take On the Week
Building new data centers in Northern Virginia is nearly impossible.
“It's very difficult to build a new data center, almost impossible in a place like Northern Virginia”
Listen at 25:35
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Digital RealtyPositiveSep 20, 2026· WSJ's Take On the Week
Digital Realty is well positioned to raise rents substantially over the next few years.
“we think are actually very well positioned over the next few years to push rents quite a bit higher”
Listen at 26:21
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Hyperscaler data-center leasesNegativeSep 20, 2026· WSJ's Take On the Week
Current hyperscaler leases will eventually be repriced downward to market.
“there is going to be a day of reckoning where the leases that are signed today are going to be marked back down to market”
Listen at 27:23
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Data-center REITsPositiveSep 20, 2026· WSJ's Take On the Week
Data-center REITs have performed very well over the past few years.
“the data center read sector has done very well”
Listen at 27:52
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Bitcoin-miner-turned-AI data-center companiesNegativeSep 20, 2026· WSJ's Take On the Week
Bitcoin-miner-turned-AI data-center companies are highly volatile.
“They're very volatile”
Listen at 29:02
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on REITsPositiveSep 20, 2026· WSJ's Take On the Week
REITs outperformed the broader market for seven years after the dot-com bubble burst.
“Once the dot-com bubble burst... REITs outperformed the broader market on a total return basis for seven straight years in a row”
Listen at 30:45
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on AI infrastructureNegativeSep 20, 2026· WSJ's Take On the Week
The AI infrastructure trade will eventually end.
“this AI infrastructure, this AI trade won't last forever”
Listen at 31:01
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Real estatePositiveSep 20, 2026· WSJ's Take On the Week
Real estate will probably be a healthy investment if the AI bubble bursts.
“If we are in an AI bubble and it starts to burst, real estate probably is a healthy place to be”
Listen at 31:29
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on REITsPositiveSep 20, 2026· WSJ's Take On the Week
REITs are well positioned to withstand another recession.
“if we had another recession, I think that REITs are very well positioned here”
Listen at 32:06
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on REITsNeutralSep 20, 2026· WSJ's Take On the Week
The average REIT dividend yield is currently about 3.5%.
“The average dividend yield of a REIT today is about 3.5%”
Listen at 32:28
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on REIT dividendsPositiveSep 20, 2026· WSJ's Take On the Week
A REIT’s yield on cost could rise from 3.5% to 7% as dividends grow.
“that 3.5% yield can turn into a 7% yield over time as they increase dividends”
Listen at 32:58
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on REITsPositiveSep 20, 2026· WSJ's Take On the Week
REITs could deliver about 10.5% total returns if valuation multiples remain unchanged.
“that should be about a 10.5% total return, assuming multiples stay the same”
Listen at 33:35
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on REIT subsectorsPositiveSep 20, 2026· WSJ's Take On the Week
Selecting REIT subsectors with stronger earnings growth likely improves returns.
“if you spend time in the REIT sector and pay attention to which subsectors are seeing the best earnings growth, you're going to get better returns over time, likely”
Listen at 34:37
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?
on Office-to-apartment conversionsPositiveSep 20, 2026· WSJ's Take On the Week
Converting offices into apartments can work in New York and San Francisco.
“I think places like New York and San Francisco, it can work”
Listen at 36:03
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.