Baron's Kolitch: Don't wait for the 'all clear' on real estate; now's the time

Jeff Kolitch, portfolio manager for the Baron Real Estate and Baron Real Estate Income funds, says that the scary headlines about real estate -- and particularly commercial real estate -- have been an over-reaction and says investors want to be looking at real estate stocks now rather than waiting for "an all-clear signal" on the industry. "The best time to step in is when there's angst out there," Kolitch says, "and we like the set-up and think it's a great time to lean into real estate." Kyle Guske, investment analyst at New Constructs, reaffirms Rivian as a zombie stock that remains overvalued despite coming down by 30 percent in a recent drop-off, and he notes that the stock seems inexorably headed to losing everything. In the Market Call, Jason Browne, president of Alexis Investment Partners -- manager of the Alexis Practical Tactical ETF -- talks exchange-traded funds.