The Next Bubble: Commercial Real Estate- H.E. Alabbar, David Grover, Barry Sternlicht, Ulbrich FII7

The discussion revolves around the current state and future outlook of the global real estate market, particularly in the context of the impact of the pandemic and changing work trends. Key points include the challenges faced by the commercial real estate sector, such as the imbalance in office demand and the impact of high interest rates. The conversation also highlights the resilience of various asset classes within real estate, such as multifamily, logistics, and student housing. Additionally, the need for adaptability to disruptive forces like remote work and the importance of urbanization and affordable housing are emphasized. The participants express optimism for the future, citing opportunities in technology, urban living spaces, and the potential for immigration to drive economic growth.