From Due Media:

1. The commercial real estate market has experienced a 40% drawdown since early 2022, primarily due to the rise of remote work and the structure of commercial real estate financing.

2. A generational buying opportunity has emerged amidst the crisis, with a 65% reduction in new supply of commercial properties coming to the market. Bonds, rather than stocks or REITs, are seen as the best investment opportunity in this market.

3. Bonds provide a way for investors to gain exposure to the commercial real estate market without needing to own property directly. They offer stability, predictability, and a steady income stream through fixed-interest payments.

4. The suggested investment strategy in the current commercial real estate market focuses on bonds rather than stocks or REITs, as bonds provide a steady income stream and capital preservation for investors.



Read more: Commercial Real Estate: Crisis and Opportunities