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

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
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.



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