Oct 4, 2023
In this month’s episode of Requity Insights, our hosts, Dylan Marma and Luis Velez, discuss the current state of the Commercial Real Estate Market, focusing on capital markets, the acquisitions landscape, and operations. In this anticipated market update for the third quarter of 2023, Dylan shares his thoughts on the current state of the real estate industry, exploring topics such as capital deployment, investment strategies, industry trends, and much more.
Time Stamps:
[00:00:33] Investment strategy remains the same.
[00:04:00] Focusing on optimization and caution. Seller financing is becoming more popular.
[00:08:29] IRR targets
[00:10:40] Market fears, high yield debt, hesitancy in equity.
[00:13:28] Regional banks pose a threat to alternative asset classes.
[00:19:41] Demand for single-family homes and rentals remains high.
[00:20:50] Increasing demand, decreasing supply, particularly for RVs and mobile homes.
[00:26:30] Camp Spot data confirms declining bookings, expected reversion.
[00:28:03] Campground business steady, COVID sped up growth.
[00:31:25] Solid foundation built, international team expanded. Efficiency improved.
[00:36:58] Revenue stable, long-term bookings prioritized for stability.
[00:39:03] Market: Waiting game, be patient, adjust accordingly.
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