JF3848: Tariff Impact Analysis, Institutional Capital Return, & Market Cycle Positioning in Commercial Real Estate

The Best Ever CRE Show

Best Ever CRE

Realestatepodcast, Entrepreneurship, Business, Realestate, Investing, Realestateinvesting, Realestateinvestingpodcast

4.8 • 983 Ratings

🗓️ 18 March 2025

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of The Horizon, John Chang of Marcus & Millichap and Ben Leybovich discuss how recent economic shifts are creating unique investment opportunities in commercial real estate. They analyze how stock market volatility and new tariff policies are alienating international investors while prompting wealthy Americans to seek alternative investment vehicles. John shares insights from institutional players who are beginning to deploy capital into multifamily properties despite negative leverage, betting on future rent growth rather than immediate interest rate cuts. The conversation highlights why periods of elevated cap rates have historically proven to be excellent entry points for investors, and why commercial real estate remains attractive in uncertain times. Ben also discusses his innovative garage condo development project that's already 60% pre-sold, demonstrating how targeting affluent consumers with specialized real estate products can yield substantial returns even in challenging economic climates. Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Are you looking to diversify your portfolio and beat the market by investing in a highly
0:05.3	recession resilient asset class? If that sounds good to you, then let me introduce you to
0:10.1	Vintage Capital, which is currently accepting investments in a diversified fund of recession
0:14.8	resilient mobile home parks. Direct investments and 1031s are available as well. Why mobile home parks?
0:22.0	The average mobile home park tenant stays 10 to 12 years.
0:25.5	That's more than four times as long as the average multifamily resident.
0:29.5	On top of that, onus depreciation enhances the tax benefits.
0:33.3	And with the demand for affordable housing higher than ever,
0:36.6	mobile home parks can provide
0:37.8	steady, reliable income, even in a shaky economy.
0:41.9	Plus, Vintage Capital is a group with an $80 million cycle-tested track record.
0:47.9	So, if you're ready to invest in stable, income-generating properties with consistent demand
0:53.3	and low-tenant turnover?
0:55.3	Visit vintage-fonds.com forward slash best ever today to learn more about vintage
1:01.2	capital's diversified mobile home park fund and direct deal opportunities.
1:06.0	That's vintage-dash funds.com forward slash best ever to get started today.
1:11.6	Quick disclaimer, the views and opinions expressed in this podcast are provided for
1:15.6	informational purposes only and should not be construed as an offer to buy or sell any
1:20.4	securities or to make or consider any investment or course of action.
1:25.3	For more information, go to best ever show.com. I don't understand why
1:29.9	there isn't more pursuit of this product type because the returns, the yields are very, very
1:36.7	difficult to achieve in any other type of asset class that I've assessed. And the demand,
	...

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