TIP423: Real Estate Update w/ Ian Formigle

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 18 February 2022

⏱️ 79 minutes

🔗️ Recording | iTunes | RSS

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Summary

Trey Lockerbie invites back our favorite expert on commercial real estate, the CIO at Crowdstreet, Mr. Ian Formigle. IN THIS EPISODE, YOU’LL LEARN: 01:14 - How the commercial real estate market has performed since we last spoke in mid-2021. 03:44 - The top-performing markets of the last year. 04:30 - What were the main drivers? 07:01 - How labor and supply shortages have affected the market. 20:12 - The impact of inflation. 33:05 - The rise of niche asset classes. 1:08:37- An update on the mass exoduses from places like California. And much much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. CrowdStreet's website. The comprehensive guide to commercial real estate's book. Trey Lockerbie's Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Transcript

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0:00.0	You're listening to TI-P.
0:03.2	On today's show, we have our favorite expert on commercial real estate, Mr. Ian Formigley.
0:08.1	Ian is the Chief Investment Officer at Crowd Street.
0:11.7	In this episode, we discuss how the commercial real estate market has performed since we
0:15.6	last spoke in mid-2021.
0:18.0	What the main drivers were, how labor and supply shortages have affected the market, the rise
0:22.9	of niche asset classes, and update on the mass exodus from places like California, the
0:28.2	top performing markets of the last year and so much more.
0:31.4	Ian always comes prepared with the most incredible data and insights, so without further ado,
0:36.0	please enjoy this discussion with Ian Formigley.
0:39.3	You are listening to THE Investors Podcast, where we study the financial markets and read
0:47.6	the books that influence self-made billionaires the most.
0:50.8	We keep you informed and prepared for the unexpected.
1:06.2	I'm here with Mr. Ian Formigley.
1:32.2	In the second half of the year, it was tremendous growth and resurgence in the market.
1:37.4	When we were speaking, when we spoke last time in 2021, we were starting to see some movement
1:44.0	and it was improvement in the market.
1:45.4	It just hadn't really started to accelerate as much as we had previously thought, but it
1:49.4	more than made it up for it in the second half of the year.
1:53.1	When we ended 2021, it was just historic year for the market across multiple measures.
1:59.8	Form starters on a volume side.
2:01.7	We ended the year with $809 billion roughly of total transaction volume, and that's according
	...

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