Highwoods ($HIW) podcast mentions

Timestamped Highwoods ($HIW) mentions across our podcast corpus.

1. Triple N, it's a net lease REIT. Highwoods Sunbelt Office, HIW. Easterly, we talked about Easterly before, DEA. Triple N, we think there's better value in Triple N versus buying Realty Income at this point. Triple Net has 90— over 99% occupancy, attractive acquisition spreads, and 37 years of dividend growth. But interest rate sensitivity plays into that. Highwoods, selective office recovery, improving leasing spreads, an investment-grade balance sheet. We took some money off the table and we still own it. But the key risk there is obviously office demand, and that's a whole separate story. But we've, I think we've covered that office is seeing that demand.

   David Auerbach · Investing Experts · Look at REITs as dividend income machines · 2026-09-17