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In this episode of Alternative Realities, we’re going to be exploring the current landscape of commercial real estate, highlighting opportunities beyond the office sector. We’ll talk about the ongoing housing shortage in the U.S., which has been made worse by past overbuilding, lack of workers and zoning issues. The industrial sector is thriving, driven by the rise in e-commerce and logistics, with a significant increase in delivery vehicles. Retail is evolving, with neighborhood strip centers and high-end luxury performing well, while middle-tier malls struggle. Real estate is a valuable component of investment portfolios, offering risk mitigation, inflation protection and consistent cash flow.

Dr. David Kelly, Chief Global Strategist is joined by Chad Tredway, Head of Real Estate Americas at J.P. Morgan Asset Management, to discuss the opportunities he’s seeing on the market. Chad leads our investment management business in the United States for real estate and his team focuses on the $70 billion of real estate that we own.

Timestamps:

Introduction (00:00)
Direct vs. Public market real estate investment (01:19)
Housing shortage in the U.S. (02:23)
The J.P. Morgan approach to single-family rentals (03:41)
Office space recovery post-COVID (05:34)
Industrial space and delivery trends (07:15)
Retail space outlook (08:26)
Real estate in investment portfolios (10:34)

Resources:

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