commercial real estate

4 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Oct 26, 2017 by Jean Sini · across every show →

Everything said about commercial real estate, oldest first

Oct 26, 2017 negative
Insight
High manual friction limits commercial real estate funds to institutional capital
“And so what you see is an ecosystem that's slowly but surely backing itself into a corner where it can only afford to invest with the largest institutional investors because if there's so much friction because everything is done manually, I can't afford to eng…”
Jean Sini Oct 26, 2017 ▶ 4:57 Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven)
Oct 26, 2017 neutral
Assertion Not checkable as stated
Secondary transactions are extremely rare in the commercial real estate industry
“Secondary transactions, which today are extremely rare in the industry.”
Jean Sini Oct 26, 2017 ▶ 9:25 Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven)
Oct 26, 2017 negative
Insight
Traditional commercial real estate investing relies on intuition due to sparse data
“Because data is sparse, right it's really hard to actually analyze the shifts that we're going to see over time between supply and demand imbalances, and so, because of that, everything kind of relies on intuition, ok?”
Jean Sini Oct 26, 2017 ▶ 7:37 Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven)
Oct 26, 2017 positive
Assertion Partly supported
Commercial real estate outperformed S&P 500 over 30 years with half the volatility
“It's outperformed the S&P 500 for the past 30 years with only half the volatility for instance.”
Jean Sini Oct 26, 2017 ▶ 2:20 Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven)
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