Debate: Is Commercial Real Estate a Risk or Opportunity?

Featuring: Burl East, Portfolio Manager and Chief Executive Officer of American Assets Capital Advisers to speak with us about Real Estate.

Markets have priced in a significant decline in the commercial office space sector due primarily to the twin threats of the hybrid work environment and increased interest rates. Will office space go the way of the mall? Do these operator’s have the necessary interest coverage? And who are the winners and losers in the commercial space?

Additionally, Burl and I delve into other areas of the real estate market, including cell towers, industrial, and RV parks as real estate is so much more than simply office buildings and residential.

Topics include:

• Commercial real estate, commercial office towers, cell towers, industrial real estate, interest rates, hybrid work, interest coverage

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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.