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Investment Wars: Do Recent Disruptions In The Real Estate Sector Create Opportunity In 2024?

March 19, 2024 by Fountainhead Asset Management
Podcasts

Debate: Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024?

Featuring: Lauren Hochfelder, Co-Chief Executive Officer of Morgan Stanley Real Estate Investing (“MSREI”) and Head of MSREI Americas, one of the longest-tenured real estate investment management businesses, with a number of offerings across the risk spectrum.

The Real Estate sector has experienced one disruption after another as Covid ravaged the commercial office building sector quickly followed by supply chain issues, increasing inflation and finally significantly higher borrowing costs affecting the values of property across America. We are privileged to have Lauren Hochfelder on the show to help navigate this complicated story and uncover potential opportunities.

Topics Include:

  • Did Covid permanently change or simply speed up secular trends?
  • Is commercial office space going the way of the mall or is there more nuance here?
  • What exactly constitutes “commercial” retail nowadays?
  • How does reshoring/onshoring affect the real estate markets?
  • Effects of E-delivery and logistics?
  • What are the millennials going to do?
  • Is there truth in the impending “debt maturity wall”?
  • Do high yields and general disruption spell gloom or opportunity?

Never miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify.

For inquiries: [email protected]

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IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that effect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

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