The Source of Commercial Real Estate Un-Anchored Retail Strips + Passive Investor Sentiment with Cameron Hastings
Feb 18, 2025
Cameron Hastings, Director of Investments at Selene Brighthouse, shares his wealth of knowledge from over a decade in commercial real estate. He discusses the shifting landscape of retail, focusing on unanchored strip centers as investment opportunities. Cameron emphasizes the need for local tenant strategies and highlights the importance of day one cash flow in value-add investments. He also offers insights on navigating market volatility, selecting specialized investment managers, and optimizing portfolios for better performance.
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Real Estate Diversification
- Diversify within real estate across property types, markets, and vintages.
- Don't view real estate as a single asset class.
Multifamily Struggles in 2022
- Passive multifamily investors in 2022 struggled due to high interest rates and bridge debt.
- Lack of diversification within real estate led to significant losses for some investors.
Passive Investing in Real Estate
- Choose the right sponsor or manager instead of trying to manage properties yourself.
- Diversify your real estate holdings through funds, REITs, or syndications.