Bloomberg Intelligence
ETFs, Disney, and CRE
Nov 9, 2023
David Bahnsen, Michael Nathanson, Francis Oh, and Young Choi discuss markets, stock picks, Hollywood strikes, Disney earnings, AI ETFs, and outlook for artificial intelligence. Igal Namdar shares his strategy buying struggling malls, legal battles, and outlook for real estate and the CRE sector.
33:47
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Quick takeaways
- Investors can take advantage of discounted prices for high-quality office assets in prime locations, potentially benefiting from a flight to quality and recovery as more corporations bring employees back to the office.
- There is a significant opportunity for investors in lower-class office properties with substantial price reductions, particularly in New York City, where a considerable amount of CMBS is coming due by the end of 2025 and a shift towards flight to quality and potential lower interest rates.
Deep dives
Opportunity in the Office Market
There is a unique opportunity in the office market for investors who are willing to be contrarian. By focusing on prime office buildings in prime locations, there is potential for a flight to quality as lower-quality assets may need to be repurposed. While the office market may not fully return to pre-COVID levels, there is optimism for a recovery as more corporations bring their employees back to the office. The current market presents discounted prices for high-quality office assets, making it an opportune time for savvy investors.
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