Deconstruct
A Private Equity Head on Investment Opportunity in "Transitional" 2024
Jan 22, 2024
Heading into 2024, rate cuts and investment opportunities are discussed, with a focus on the transitional year. The speaker highlights the wall of maturities and the potential in cold storage. The chapter also covers distress in San Francisco and a $900 million apartment complex foreclosure auction. Being a secondary investor in commercial real estate transactions is explained, as well as opportunities in the evolving office market and the impact of bank collapse on commercial real estate loans.
28:48
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Quick takeaways
- Cold storage is an emerging asset class to watch in 2024.
- Investors can find opportunities in the upcoming wave of commercial mortgage loan maturities in 2024.
Deep dives
Investing in Real Estate Assets by Taking Minority Stakes
Ron Dickerman, founder of Madison International Realty, discusses their strategy of investing in real estate by taking minority stakes in properties. Over the past 20 years, the firm has invested over $17 billion in real estate assets across the US.
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