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4min chapter
TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle
We Study Billionaires - The Investor’s Podcast Network
Investing in Commercial Real Estate - The Second Memo
From 1998 through 2014, the major asset classes all moved relatively in strong correlation to each other. Starting in 2015 is when you saw that meaningful price dispersion start to occur. Today, I really do think that asset class matters in a more pronounced way than it did prior to 2015. After reaching record low cap rates at the beginning of 2022, we've now seen about 90 basis points of cap rate expansion this past year.
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