Motley Fool Money
The Deal on Real Estate
Dec 23, 2023
Matt Argersinger and Anthony Schiavone, both analysts from Motley Fool specializing in real estate, delve into the nuanced trends of the 2023 market. They discuss three scenarios for housing affordability amidst rising prices and mortgage rates. The duo identifies potential opportunities for investment, highlighting how major firms like Blackstone and Brookfield might fill market gaps. Additionally, they predict a rebound for REITs, particularly in data centers and industrial spaces, despite ongoing challenges with office spaces and multifamily housing.
31:31
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Quick takeaways
- The future of offices may involve a shift towards collaboration centers rather than traditional workspaces, impacting cities and tax revenues.
- Housing affordability has declined significantly, necessitating solutions such as lower mortgage rates or increased housing construction.
Deep dives
Shift in Work Dynamics and the Future of Cities
The podcast discusses the changing relationship between work and the office, and its impact on the future of cities. The hosts highlight the shift towards hybrid work schedules and the decreasing demand for traditional office space. They suggest that offices may become more like collaboration centers, where people come for specific tasks and projects rather than daily work. However, they also express concerns about the economic implications for cities, including the unused office space and its potential impact on tax revenues and local economies.
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