16. Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024?

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Investment Wars

Fountainhead Asset Management

35 episodes

15 hours ago

We all love stories - telling them and hearing them. We tend to construct narratives incorporating data points and information that reinforce our point - only capturing a part, and perhaps the wrong part, of the full story within the dynamic and complex investing world. How do we know if the narrative is right? How do we know how the story will end?

Subscribe to Investment Wars on YouTube, Apple Podcasts and Spotify to ensure you never miss an episode.

For guest opportunities or to share feedback, contact us at podcast@fountainheadam.com.

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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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All content for Investment Wars is the property of Fountainhead Asset Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

We all love stories - telling them and hearing them. We tend to construct narratives incorporating data points and information that reinforce our point - only capturing a part, and perhaps the wrong part, of the full story within the dynamic and complex investing world. How do we know if the narrative is right? How do we know how the story will end?

Subscribe to Investment Wars on YouTube, Apple Podcasts and Spotify to ensure you never miss an episode.

For guest opportunities or to share feedback, contact us at podcast@fountainheadam.com.

—

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.

Show more...

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16. Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024?

Investment Wars

38 minutes

1 year ago

16. Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024?

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: podcast@fountainheadam.com

—

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.