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/biz/ - Business & Finance


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57679180 No.57679180[DELETED]  [Reply] [Original]

Commerical real estate thread for serious /biz/tards only

Getting ready to ape into commercial real estate with an initial investment of $1000 and then reoccurring buys until I'm in a comfy position.

I've looked into the following REITS and was wondering what /biz/ thinks. Any advice and information will be helpful.

KILROY REALTY $3.64 billion Office REIT
REALTY INCOME CORPORATION $38.38 billion Diversified REIT
PROLOGIS, INC. $101.64 billion Industrial REIT
ALEXANDRIA REAL ESTATE EQUITIES $17.99 billion Office REIT
SIMON PROPERTY GROUP, INC. $45.56 billion Retail REIT

>> No.57679191

/biz/ is turning into /s/ at this point

>> No.57679198
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57679198

>>57679191
there's only so many ways to get attention

It feels bad but je suis a capitaliste

>> No.57679216
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57679216

bump

>> No.57679226

>>57679180
that's a man

>> No.57679243
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57679243

>>57679226
Thank you Clarence for such a great observation

>> No.57679247

>>57679180
O is all you need.

Too much volatility with the others, unless you know enough about each one's portfolio. That said, I do like Prologis. And Simon's recent earnings report was quite bullish despite the macro for brick and mortar retail.

>> No.57679255

>>57679180
this face annoys me. is like she's trying to be sexy/manipunitive but has very low self awareness of how her expression comes across (retarded)

>> No.57679327

>>57679247
Simon has long stood as a formidable figure in the industry, and its Technical Analysis (TA) signals a promising resurgence as people increasingly recognize the dullness of staying indoors. Demonstrating a strategic move, they've elevated their rent per square foot, leading to a surplus in revenue. Regrettably, I missed the opportunity to invest in 2020. However, it's worth noting that they have not yet reached their All-Time High (ATH), suggesting there may still be potential for a profitable entry into the market.

>> No.57679352

>>57679180
>commercial real estate
I worked for a very large organization with leases for many many buildings. Before the coof we had just moved into a new location built out for us for our office (Kilroy building). Coof hit, everone sent home. Organization leaders decided to reduce office leases by 70% going forward. The lease was for three years but as leases ended there is a massive shift to pretending to work from home rather than pretending to work at the office. There is only about 6-8 people that go to the office now (out of 100 for that one office). Yuuuge lease expense savings. seems like the worst time to get into REIT. $1,000 is lunch money.

>> No.57679362

>>57679255
same thought. She's really unappealing. Whorish af but not in a raunchy way. Trailer trash depression

>> No.57679367

SNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFFSNIFF SNIFF

>> No.57679385

I guess at your price point you're kind of stuck with REIT investment, but why are you specifically looking to play around in the commercial real estate end of the market?

>> No.57679392

>>57679352
You think they will drop again? Seems like timing couldn't be more impeccable. It's either now or never.

Businesses will force employees to go back to the office. Actually, it's already been a trend.

>> No.57679395

>>57679255
>her expression (retarded)
She is retarded, but most women are

>> No.57679407

>>57679255
>its like she's trying to be manipunitive
she's jewish

>> No.57679424

>>57679327
What is this post? AI?

I don't know how Simon's TA looks but look at a summary of their earnings call - Simon makes it sound like it's sunshine and rainbows for them.

>> No.57679423

>>57679385
I foresee a massive surge when interest rates begin cutting. In my area the suburban apocalypse has reduced the once long country backwoods roads to bottlenecks. It's only a matter of time before a McDonalds, Starbux, and secretary sex shop is at every corner.

>> No.57679444

>>57679424
I had to revise it because the jannies are gay

they're trying to stay afloat when all odds are against them but the CEO seems like he sees a light at the end of the tunnel that will lead to massive profits and dividend payouts.

>> No.57679458

>>57679424
>>57679444
couple that with their debt reduction strategy which the stock buybacks then it will surely be a profitable company in the next 5-10 years

>> No.57679513

>>57679392
>Businesses will force employees to go back to the office.
I dont work at that place anymore, I know some people who still do and they report they are being directed to report to the office 2 days per week. But, staggered schedules. The do not need the space for everyone at once, so there will be a massive reduction in the lease space. They required a physical address, at least for now, but that physical address is going to be very small. Unless you have manufacturing business, you do not need the space. I used to work with people at Boeing (I did not work at Boeing) and they were working from home and having small offices with hotelling stations in about 2002-2005. They went virtual/remove/cloud services/videoconference way before it was popular. Where I worked the top people refused remote work but once it was ordered by the feds/states the business invested a shit ton in networking capability and the fat bosses loved working from home themeslves and they do not want to go back either. The push to get some people back in the office sometimes is to try to justify the lease expense for a leas that has not come up for renewall yet. There is going to be huge pressure by Kilroy and other large developers/building owners to get the government and large business and banks to help them survive this massive transition, but I think there will be massive defaults on leases/buildings/loans. Also factor in what NY is doing Trump, regardless if you love/hate the dude, the system will just take your shit and I think a lot of people will want to make changes to investments in democratic controlled cities. This seems like the worst time to invest, but if you only throw $1,000 at it that's nothing, might as well its only $1k. Maybe consider REITs with investments in non democratically controlled cities. Lost of businesses are leaving Chicago, NY, San Francisco so with no tennants no rent, no money to repay bank loans and defaults.

>> No.57679583

>>57679198
>>57679216
>>57679243
these are men

>> No.57679612

Just dropped a couple of grand into IRS the Argentine commercial real estate company listed in the US.
Their numbers look good compared to US real estate and the dividend seems high and I was hoping that Milei may turn the economy around so was looking at Argentine stocks. I'm hoping their assets increase in value if the Peso gets back to decency against the dollar, also their company performs better in an economic boom. So hoping for a double win, besides the dividends.
But that all depends if their economy gets turned around.
The good thing though is I'm trying to get away from overvalued US tech stocks based on nothing but potential, which are really volitile to market trends, Argentine companies listed in the US seem somewhat sheltered to this and undervalued in comparison.

Anybody got any thoughts on this stock and my reasoning?

>> No.57679653
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>>57679612
i think its a pretty sound play anon good luck with it i think its pretty much a sure thing that argentine assets will rebound once their economic turnaround happens the only concern i would have is in the extremely unlikely chance that millei doesnt get elected which is probably why they are undervalued right now i'd say your plan is good the payoff will be huge once the economic turnaround happens and there is a lot of momentum behind it after this latest election go with your gut on this one anon

>> No.57679690

>>57679191
sexy beautiful men? because thats a man
>>57679198
male

>> No.57679706

>>57679513
>There is going to be huge pressure by Kilroy and other large developers/building owners to get the government and large business and banks to help them survive this massive transition, but I think there will be massive defaults on leases/buildings/loans.

You're not wrong and I'm surprised they have not defaulted yet. My argument to that is the developers and building owners will win the governments favor by forcing businesses that are home based (i.e., nigger with car rental company, contractors, etc.) to relocate to commercial areas or face fines.

> Lost of businesses are leaving Chicago, NY, San Francisco so with no tenants no rent, no money to repay bank loans and defaults.

And those businesses are relocating to the south. Thanks anon for this clarity.

It would be better to look at which companies are heavily invested or are trying to monopolize the free space in the south. These companies are probably going to develop the south and control the commercial real estate industry.

This makes more sense. Thanks again anon

With that being said, does anyone know which companies are monopolizing the southern territories commercial real estate markets that I can start looking into?

>>57679612
That's going to be a long hold anon but a profitable at that.

>> No.57679734

>REITs
>actual real estate investing

top fucking kek you dumb chimp

>> No.57679743

>>57679180
what a fucking big nosed stinky whore, post a nice girl next time

>> No.57679779

>>57679743
will do anon

>> No.57679812
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57679812

>>57679779
the real reason real estate investing is for morons is because you can never get rich doing it its a boomer retirement fund that you are taxed to death with why not just gamble on meme coins anon this whole
>real estate investing
meme should have died after the 2008 crash just get the bag and get out instead of holding onto real estate waiting for it to appreciate when it never will

and yeah you're right to stay away from reits they are nothing more than corporate leaverages against you the little guy

>> No.57680014
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57680014

>>57679743
imagine the huge turds she will push out of her stinky ass right on the office table