Submitted by scott_jr t3_1256cvu in wallstreetbets
chuck_portis t1_je34dl6 wrote
COMMERCIAL Real Estate is the next domino. Farmland, industrial, residential is fine. But yeah commercial is big fked.
Manstrife t1_je3nroc wrote
Commercial RE Broker here. Farmland and industrial are considered commercial real estate. Basically, any property used for commercial business enterprise is considered commercial real estate.
Also, office rentals only account for about 15% of all Commercial real estate. Most of Commercial real estate is actually doing fine right now. The only guys getting hurt are those who have portfolios that mainly consist office space. Most Commercial RE companies are highly diversified and will be protected even if half the office space In the U.S collapsed.
Also pretty sure Blackstone owns a majority of the office space In the U.S and I wouldn't bet against those fucks.
Miserable-Radish915 t1_je3tb98 wrote
CBRE is badly exposed in the SEA and Australian markets. Hemorrhaging money atm.
Manstrife t1_je3vu34 wrote
True but CBRE has also been aggressively paying down their debt which makes me think their getting ready for something big.
Miserable-Radish915 t1_je41cei wrote
yeah bailing out their aussie and asian businesses - https://www.afr.com/property/commercial/high-incentives-high-vacancy-why-office-values-could-tumble-20pc-20230328-p5cvus
martman006 t1_je3uo41 wrote
Yep, out smallish company is looking to expand into another building, and while basic office space is plentiful, we do light manufacturing and need a 70-30 mix of lab/light manufacturing with a 15x15 bay door and office area, which is surprisingly hard to come by.
firenamedgabe t1_je4me8o wrote
Classic light industrial set up, perfect for a little tilt wall, or Pre Engineered Metal Building if you can find an area that will let you get away with it. I work for a General contractor that builds a ton of these basically the whole length of the I35 corridor. Usually built for developers and a mix of build to suit or spec. That market is booming
robbinhood69 t1_je3z48o wrote
What would u short tho
[deleted] t1_je3zos3 wrote
[deleted]
FukkenSaved t1_je80ox4 wrote
You should join Jim Cramer's research team.
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