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TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle

Mar 24, 2023

01:22:26

Highlights

AI Chapters

Episode notes

Is Retail Still Undersupplied?

03:12

Cap Rates and Interest Rates in the Commercial Real Estate Industry

04:17

What's Going on in the Commercial Real Estate Market?

04:55

Introduction

2min

What's Going on in the Commercial Real Estate Market?

5min

Commercial Real Estate Transaction Volume in 2022

1min

Commercial Real Estate Market - Is the Fed Fund Rate Up?

3min

What Are the Consequences of Floating Rate Debt?

3min

Cap Rates and Interest Rates in the Commercial Real Estate Industry

4min

Investing in Commercial Real Estate - The Second Memo

4min

Is Retail Still Undersupplied?

3min

Cap Rates - What's Next?

4min

10.

Investing in the Multi-Family Sector

4min

11.

What's Going on in the Office Sector?

5min

12.

Christian Wakefield Properties - The Top 15% of the Market

4min

13.

What's Next for the Office Market?

4min

14.

Retail Isn't Overdeveloped, It's Just Overdeveloped

3min

15.

Office Conversions Aren't Happening at a More Frequent Rate

4min

16.

Adaptive Reuse of Commercial Real Estate

2min

17.

Dealing With Dislocation in the Capital Markets

2min

18.

The Advantages of Buying Non-Performing Loans

4min

19.

Investing in Real Estate - Equity Multiple

4min

20.

Debt Service Coverage Ratios

6min

21.

Positive vs Negative Leverage in Commercial Real Estate Deals

5min

22.

Capital Calls in a Private Commercial Real Estate Deal

4min

23.

Is It Better to Throw Good Money After Bad?

3min

24.

CrowdStreet - What's Going on in the Market?

2min

Trey brings back TIP fan favorite, Mr. Ian Formigle. Together they discuss the future of office and retail, the risks of capital calls in a downward market, and much more.

Ian is the Chief Investment Officer of Crowdstreet and our go-to expert on all things real estate, especially commercial real estate.

IN THIS EPISODE, YOU'LL LEARN:

00:00 - Intro

08:32 - Ian’s outlook for 2023, especially as it pertains to the risks surrounding bank failures and other illiquidity issues.

15:01 - How interest rates and cap rates affect one another.

18:58 - Which asset class has the most upside opportunity at the moment and which strategies will be most optimal.

35:05 - Ian’s predictions on the future of office and retail.

01:18:35 - The risks of capital calls, especially in a downward market.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Related Episode: Listen to TIP423: Real Estate Update w/ Ian Formigle, or watch the video.
Related Episode: Listen to TIP337: How to Identify Value in Commercial Real Estate w/ Ian Formigle, or watch the video.
Check out Crowdstreet.
Trey Lockerbie's Twitter.
Ian Formigle's Twitter.

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