The Financial Samurai Podcast
The Bull Case For Commercial Real Estate In 2025 And Beyond
Jan 16, 2025
In this discussion, Ben Miller, co-founder and CEO of Fundrise, provides a positive outlook on commercial real estate for 2025 despite current challenges. He emphasizes the importance of diversifying investments into real estate, merging stability with growth potential. The conversation delves into market dynamics, revealing the rental market's resilience amid shifts like remote work. Miller also highlights the impact of population trends and international demand on U.S. real estate, shedding light on how demographics and political policies shape investment opportunities.
31:04
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Quick takeaways
- Commercial real estate may be undervalued due to significant price drops, offering unique opportunities for value investors seeking long-term gains.
- The shift from oversupply to undersupply in housing markets is anticipated to drive rent growth, influenced by decreased new construction and immigration trends.
Deep dives
The Case for Real Estate Investment
The current economic landscape presents a compelling case for real estate investment, especially when compared to the stock market. With commercial real estate values having decreased significantly over the past two years while the stock market has surged, investors are finding opportunities to buy at lower prices. The valuation spread suggests that real estate could potentially be undervalued, making it an attractive option for value investors seeking long-term profitability. Additionally, the decreasing correlation between real estate returns and stock market performance indicates that real estate may serve as a hedge during economic downturns.
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