Ep. 4 - CRE Unplugged x Thesis Driven Collab: Niche Assets, Recession Fears, LL97 & Real Estate Tech Survivor
The gang explores how niche assets like data centers, healthcare housing, and music buildings are creating new opportunities for investors seeking resilient, high-yield returns. They break down the capital market forces driving these sectors, examine signals of a possible recession, and debate New York City’s ambitious Local Law 97 and its impact on building owners. The episode wraps with a fun round of Real Estate Tech Survivor, where our hosts weigh in on which technologies are built to last.
Show Notes:
0:10: Intro
0:43: The Rise of Investments in Niche Assets
13:30: Are We Heading into a Recession?
22:40: Ryan and Brad debate NYC’s Local Law 97 (carbon emissions limits for buildings)
35:49: HILO Highlights- David’s time in Western Canada and the importance of customer service
47:30: Real Estate Tech Survivor
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This episode is sponsored by our awesome partner, HILO, making connectivity and engagement a breeze in commercial real estate.