2024 Commercial Real Estate Forecast: $1.2 Trillion in Opportunities

We predict that 2024 and 2025 are going to offer buying opportunities in the commercial real estate space. In our conversation, we cover the fact that over $1.2 Trillion in Commercial Debt is due to mature over the next two years and what that means for the market, as well as why the industrial asset class is where we are going to be focused on investing.

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Timestamps:
0:00 - Introduction
0:51 - Reflecting on 2023 and Setting the Scene for Where We Are Today
3:47 - $1.2 Trillion in Commercial Debt Will Mature over the Next 2 Years
7:21 - Boom and Bust Markets (and where we will be investing)
11:15 - The Disruption in the Capital Markets (access to capital)
13:20 - Starting to See A Shift
14:26 - Predictions for Office Buildings
16:50 - Current Distress Levels By Asset Class
18:37 - The Asset Class We Are Investing In
19:28 - Reason #1: Capitalizing on the Growing E-Commerce Boom
22:03 - Reason #2:  The Onshoring & Reshoring Movement
25:15 - Reason #3: Higher Rental Rates for Flex Spaces & Triple Net Leases
28:00 - Reason #4: Opportunity For Sale Leaseback Deals
31:39 - Conclusion
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