TIP537: The Surprising Opportunities in Commercial Real Estate 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

🗓️ 24 March 2023

⏱️ 87 minutes

🔗️ Recording | iTunes | RSS

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Summary

Trey brings back TIP fan favorite, Mr. Ian Formigle. Together they discuss the future of office and retail, the risks of capital calls in a downward market, and much more. Ian is the Chief Investment Officer of Crowdstreet and our go-to expert on all things real estate, especially commercial real estate. IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 08:32 - Ian’s outlook for 2023, especially as it pertains to the risks surrounding bank failures and other illiquidity issues. 15:01 - How interest rates and cap rates affect one another. 18:58 - Which asset class has the most upside opportunity at the moment and which strategies will be most optimal. 35:05 - Ian’s predictions on the future of office and retail. 01:18:35 - The risks of capital calls, especially in a downward market. Disclaimer: Slight discrepancies in the timestamps 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. Related Episode: Listen to TIP423: Real Estate Update w/ Ian Formigle, or watch the video. Related Episode: Listen to TIP337: How to Identify Value in Commercial Real Estate w/ Ian Formigle, or watch the video. Check out Crowdstreet. Trey Lockerbie's Twitter. Ian Formigle'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: River Toyota Range Rover Fundrise AT&T The Bitcoin Way USPS American Express Onramp SimpleMining Public Vacasa Shopify 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! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.3	My guest today is TI-P fan favorite, Mr. Ian Formigley.
0:07.3	Ian is the chief investment officer of CrowdStory and our go-to expert on all things real estate,
0:13.2	especially commercial real estate.
0:15.4	In this episode, you will learn Ian's outlook for 2023, especially as it pertains to the
0:20.0	risks surrounding bank failures and other ill-equity issues.
0:23.4	How interest rates and cap rates affect one another?
0:26.4	Each asset class has the most upside opportunity and which strategies will be most optimal.
0:31.6	Ian's predictions for the future of office and retail, the risks of capital calls, especially
0:36.5	in a downward market, and a whole lot more.
0:39.2	Ian is always a pleasure to have on the show.
0:41.6	The amount of knowledge he brings is unbelievable and always blows me away.
0:45.8	If you're looking for the most cutting-edge, dated-driven analysis on the real estate markets
0:50.0	you've come to the right place.
0:52.0	To with that, please enjoy this conversation with Ian Formigley.
0:56.6	You are listening to the Investors podcast where we study the financial markets and read
1:05.0	the books that influence self-made billionaires the most.
1:08.1	We keep you informed and prepared for the unexpected.
1:12.1	All right.
1:20.5	Welcome to the Investors podcast.
1:22.0	I'm your host, Tray Lockerby, and we have back on the show a fan favorite, Mr. Ian
1:27.3	Formigley.
	...

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