John Chang interviews Ben Lapidus, host of the Best Ever Conference, to discuss how commercial real estate investors are repositioning after several challenging years. Ben explains that sentiment has shifted from survival to selective action, with opportunity emerging outside traditional Sun Belt multifamily and into niche strategies like industrial, neighborhood retail, and specialized development plays. They explore why many LPs are consolidating capital with a smaller group of trusted operators, how scale and platform size can now suppress returns, and why unique investment theses are outperforming generic value-add strategies. Ben also shares why his long-term bias favors real estate over equities, emphasizing tangible value, basis plays, and adaptability as markets reset heading into the next cycle.
Ben Lapidus
Current role: Host, Best Ever Conference; Commercial Real Estate Investor
Based in: Colorado
Say hi to them at: https://www.besteverconference.com/
Visit www.tribevestisc.com for more info.
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Podcast production done by Outlier Audio
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