RL174 — Comparing Commercial Real Estate Sectors and Investment Options in 2023

In this episode of the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson break down the ins and outs of commercial real estate investing. They cover factors driving the commercial real estate market, how to stay up-to-date on trends, and the investment options that could do well in your portfolio. Listen now to learn all about Comparing Commercial Real Estate Sectors and Investment Options in 2023.

[00:00] Introduction

[02:00] Investing in Commercial Real Estate

[04:48] What is Commercial Real Estate?

[06:14] Vacancy Rates and People Working from Home

[11:55] Factors Affecting Retail Space in 2023

[14:36] Industrial and Warehouse Space

[16:35] Housing Shortage and Multi-Family Residential

[19:31] Multi-Family Investments That Make Sense

[21:08] The Hospitality and Hotel Space

[26:25] Converting Urban Offices into Residential Buildings

[29:07] Taking Retail Locations and Converting Them into Storage

[31:20] The Four Ways to Invest in Commercial Real Estate

[32:54] Direct Individual Investing

[39:13] Real Estate Investment Trust

[42:00] Commercial Real Estate Funds

[46:54] When to Consider Alternative Investing

[51:58] Parting Thoughts

To read the Full Show Notes scroll down or click here.

Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905

Listen now to learn all about Comparing Commercial Real Estate Sectors and Investment Options in 2023.

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Full Show Notes:

Investing in Commercial Real Estate

When people hear commercial real estate, they immediately think of office spaces. But commercial real estate is much more than that and boasts several different categories. Retail, industrial and warehouse, multi-family residential units, hospitality and hotels. These categories can be very overwhelming sometimes, especially when looking for ideal investment options to add to your portfolio.

According to Erik, the multi-family category, along with industrial, are the two areas where it is still fruitful. It helps to have some driver of population inflows into an area to get the most out of these two categories. It would help if you found an area that, at the local level, has a housing shortage. So, if you can see that there’s a shortage of housing in a particular locality and you can see the rationale for continued population influxes, and especially if you can see housing prices really high, then that’s a strong context for a multi-family investment that can make sense.

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

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