A Private Equity Head on Investment Opportunity in "Transitional" 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.