The BEST CRE Investment in 2025? (Most Investors Are Overlooking This Asset) | Wise Investor Segment
Millionaire Mindcast
Matt Aitchison
4.4 • 716 Ratings
🗓️ 20 June 2025
⏱️ 9 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
Matty A. explores a powerful yet overlooked CRE asset poised to shine in 2025. He unpacks why mainstream investors are missing out and how you can take advantage to build substantial wealth.
Market Context & Opportunities
CRE markets are stabilizing after 2024 volatility. Lower interest rates and macroeconomic tailwinds create favorable conditions for buyers in 2025Â
Alternative property types such as medical offices, senior/student housing, and last-mile logistics are gaining attention due to supply constraints and rising demandÂ
Why This Underrated Asset?
It combines defensive characteristics (non-discretionary use) with consistent yields a sweet spot between safety and upsideÂ
These assets align well with longer-term investor horizons and capital cycle trends.
Tax Strategy Play: Cost Segregation + Bonus Depreciation
With bonus depreciation at 40% in 2025 (phasing out by 2027), pairing with cost segregation unlocks major immediate deductionsÂ
Studies remain powerful even post-2027, helping you front-load depreciation and boost early cash flow.
Case studies show investors saving hundreds of thousands, even millions, with these tactics.
How to Move Forward in 2025
Act now! Lock in 40% bonus depreciation before the clock ticks downÂ
Commission a cost segregation study on new or recent acquisitions to reclassify eligible assets.
Use pro formats (e.g., Form 3115) to apply studies retroactively and capture “catch-up” depreciationÂ
Align asset selection with macro trends: target recovery in industrial and adaptive reuse in office, student/senior housing, or last-mile logisticsÂ
Key Takeaways
The best CRE in 2025 may not be headline-grabbing but fundamentals, tax efficiency, and demographic trends make it a standout.
A powerful combination of boosted cash flow and tax savings sets this asset apart.
Prep your strategy now to take full advantage before 2027’s bonus depreciation phase-out.
Resources & Next Steps
Links to top cost segregation experts and bonus depreciation breakdowns.
Bonus Depreciation Cheat Sheet (40% today, 20% in 2026, 0% by 2027).
Playlist: “Alternative CRE Asset Deep Dives.”
Invitation to Matty A.’s upcoming webinar, “Unlocking 2025’s Hidden CRE Opportunities.”
Final Thoughts
This episode is a deep dive into a smart CRE investment path armed with tax strategy, foresight, and timing. Don’t miss out. Tune in now to gain the edge most investors haven’t seen coming.
Episode Sponsored By:
Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/
CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!
FREE CRE Crash Course: Text “FREE” to 844-447-1555
Transcript
Click on a timestamp to play from that location
| 0:00.0 | What's going on wise investors? |
| 0:06.4 | Welcome back to the channel. |
| 0:07.8 | As always, we are here to help you build wealth through commercial real estate. |
| 0:13.4 | So of course, a little cliffhanger. |
| 0:15.6 | Which asset class is actually performing the strongest in spite of everything that's been going on post-pandemic |
| 0:22.9 | and in the headwinds we're experiencing with this current economic climate. |
| 0:27.9 | The answer? |
| 0:29.2 | Medical office buildings or none other than what we like to call mobs. |
| 0:34.6 | M-O-Bs just hit 92.8% national occupancy while new construction has dropped to historic |
| 0:42.0 | lows. So demand is booming and is really strong. Supply is tight. The challenges for delivering |
| 0:49.4 | new product through new construction is extremely slow. And this is one of the reasons why I love |
| 0:56.2 | medical office buildings. So let's break down why medical office buildings are the safest |
| 1:01.1 | and smartest investment in real estate right now today and how you can take advantage of it. |
| 1:07.5 | One of the things that I was trying to do as a real estate investor is just remove the emotion that often finds its way into deals, into this industry, and allow data to drive the decision making. |
| 1:20.4 | So let's dive into the data. |
| 1:22.4 | First off, according to ReVista and JLL, M-O-B occupancy hit 92.8% in Q4 of 2024. |
| 1:32.0 | We saw outpatient volumes that are projected to grow 10.6% year over year over the next five years. |
| 1:40.0 | And I think we can all agree that the medical industry is not getting any smaller or slower. |
| 1:45.4 | It is only ramping up. |
| 1:48.0 | New construction is at a 25-year low, just 0.8% of total medical office building inventory. |
| 1:56.4 | And the harder it is to deliver new product to the market, the more people are going to be going after |
| 2:02.7 | the same amount of supply. Q4 Medical Office Building transactional volume hit $2.8 billion, |
... |
Transcript will be available on the free plan in 17 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Matt Aitchison, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Matt Aitchison and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.