The Commercial Real Estate Revival

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 5 October 2024

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming. Matt Argersinger is an advisor at The Motley Fool and heads up our Dividend Investor service. Mary Long caught up with him to discuss: The revival of commercial real estate A company that proves the importance of “location, location, location” What’s needed to address the US housing supply shortage. Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: SPG, KIM, MAA, CPT Host: Mary Long Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Tim Sparks, Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	If you look at the I-
0:01.0	If you look at the I-Share's US Real Estate E-TF or the Vanguard Real Estate E-TF,
0:07.0	both are around 90% REITs.
0:08.8	They were roughly 17% in the third quarter.
0:11.2	The overall S&P 500 was up less than 6%. And by the way, over the last 12 months, I was amazed to see this.
0:17.0	Both those ETS are not only outperforming the S&P 500, but they're also outperforming the NASDAQ 100.
0:23.0	I guarantee you, Mary, no investor had that possibility
0:26.0	on their bingo card a year ago.
0:27.9	I'm Mary Long, and that's Matt Argersinger, an advisor at the Motley Fool who works on our dividend investor service and is a frequent guest on the show.
0:39.0	I caught up with Maddie the other day to check in on the real estate market.
0:43.0	We also discuss the split between office and all other commercial real estate,
0:47.2	a mall rates formula for success, and why some home builders don't want to see mortgage rates come down.
0:53.7	Before we dive into today's show, a quick request.
0:56.3	Motley Full Money's been selected as a finalist for Signal's
0:59.2	best Money and Finance Podcast.
1:01.2	We are up against some really awesome shows from publications like
1:04.3	Barron's The Financial Times and Bloomberg, but the winner in this category is
1:08.5	determined by your vote. So if you enjoy the show or were a part of your daily routine in any way, consider taking a quick moment and casting a vote for us.
1:17.0	I'll drop the link to do so in today's show notes.
1:19.0	Thanks, as always, for listening fools. Matt, I promise you I'm not trying to speed up time.
1:28.0	The year is not over yet, but I thought I'd kick us off by asking you, okay, today, October 3rd, what's your headline for
1:35.4	2024 when it comes to real estate thus far?
	...

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