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TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle
We Study Billionaires - The Investor’s Podcast Network
Is Retail Still Undersupplied?
Coming off of a peak where it really did shoot up a tremendous amount in 2021, it's actually still a little bit above its long-term trend. So buying industrial or building industrial, you're still buying into the idea that it is a fundamentally strong asset class. But if you can get comfortable with that, then you're a buyer of industrial. The next one that was really interesting to me was retail. We've seen occupancy rates improve for retail in the last year or two coming out of the pandemic. A lot of demand coming back into brick and mortar,. You're seeing those centers fill up.
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