Key Takeaways:

Multifamily real estate, especially existing Class B and C properties, can be recession resistant due to people always needing a place to live

Healthcare real estate like medical offices is also recession resistant as people will continue needing medical care

Grocery-anchored shopping centers can perform well in recessions as people still need to buy groceries and other daily goods

It's important to underwrite conservatively, scrutinize tenants, and focus on acquiring assets that can withstand economic downturns through flexible leasing terms and creditworthy tenants

Strategies like locking in long-term fixed-rate debt ahead of potential downturns can help make portfolios more recession-proof

Kikagaku Moyo - Gatherings