Investing in Commercial Real Estate

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[00:03:19] - [First question] - Recent increases in mortgage rates and a frozen housing market

[00:08:55] - Projected real estate trends over the next decade

[00:13:38] - How a company’s ROI can be more consistent with backing from a real estate firm

[00:16:41] - Risk-return rate and risk exposure in real estate compared to other asset classes

[00:20:09] - The skills, traits, and circumstances that make a top-level real estate investor

[00:22:38] - Stand-out learnings from his time at Farallon Capital Management

[00:33:20] - The value of shopping malls and offices in a post-COVID, e-commerce US

[00:39:27] - Pros and cons of different types of real estate investments, including REITs

[00:43:22] - The impact of climate change on the real estate market

[00:45:39] - The role of modern technology in investing and in real estate infrastructure

[00:51:10] - Hard costs of building and renovating for the future

[00:54:20] - How hard costs and supply levels impact rates of return and housing costs

[00:57:17] - How the retail industry is adapting to consumer trends

[01:01:23] - Why retailers need to adapt to a changing economy and how they’ll do it

[01:04:03] - The relative magnitude of change in today’s real estate market

[01:06:51] - The role health and wellness plays in real estate and finance

[01:09:28] - What it feels like to be investing in 2022

[01:12:23] - The kindest thing anyone has ever done for him