The Derivative The Current state of Commercial Real Estate: Armageddon or Overblown? Setting things straight with Matt Lasky of Equity Velocity Funds
We’re back! Hitting first up with the question of where the current state of Commercial Real Estate is at since COVID. Is the market coming back? Were the hits too hard with everyone out of the office? We’re looking at all the aftermath with Matt Lasky of Equity Velocity Funds, where the pain points are, who kept afloat, and how the market has changed since the vacancy or ‘phantom occupancy’ of Commercial buildings. In this episode, we talk with Matt about the commercial real estate bubble bursting, inflation & debt cliff, leverage factors, new lending standards, the difference between debt and equity & the challenges of bringing on new supply in real estate.
Were there any success stories in all of this mess? Find out as we dive in with Matt as he gives us a closer look at just what is going on in the current state of Commercial real estate. SEND IT!
Chapters:
00:00-02:40=Intro
02:41-10:32= Commercial real estate services/wellness, growth markets & did Red States during COVID save businesses?
10:33-24:21= Big Trouble? Real estate Armageddon viewpoint: Where’s the pain? Cost of Cap, Loss of Value & Phantom occupancy
24:22-39:37= Equities getting hammered, Leverage factors, short-term living spaces & the move to SOFR
39:38-50:26= Dead funds “loan to own”, Private Credit, Yield alternatives & bringing new supply to real estate
50:27-01:06:18= Leaders in real estate, Conversions, Diversification with Managed futures & Healthcare locations
01:06:19-01:11:07= Real Estate Market Outlook
Follow along with Matt on Twitter @MattLasky & check out equity.net for more information!
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