Real Estate...Real Problems?

Recent news on real estate has ranged from bad to worse, but Seth Singerman of Singerman Real Estate remains optimistic as he breaks down the diverse asset class and shares his thoughts on key areas of growth and opportunity going forward.

Seth joins Greg to discuss the state of real estate and offer his insights on the health of housing, the macro trends in industrial, the areas of opportunity in office (yes, they exist!), and the discrepancies between public and private real estate valuations.

Key takeaways include:

Life science office has unique value-adds compared to traditional office that makes this a profitable avenue for investment
Public real estate valuations are typically more accurate than their private counterparts
Many areas of opportunity remain in real estate (even in the face of a potential recession), including senior, medicine, and education.

Episode Chapters

0:00	Introduction
3:05	The State of Real Estate
3:55	Mo Office, Mo Problems
11:52	Office Breakout - Life Science
14:24	Post-COVID Impact on Lodging and Hospitality
18:35	A Look at the Industrial Market
23:45	The Housing Market
28:03	Unique Challenges of Senior Housing
29:56	A Few Macro Questions: Top and Bottom Sectors if we are in a Recession, Public versus Private Real Estate Valuations, Advice for New Entrants in Real Estate
34:39	Lightning Round

Disclosures

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This information is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation. Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.