BiggerPockets Money Podcast · Tuesday, August 11, 2026
While office real estate faces challenges and may require conversion or redevelopment, other sectors within REITs show promise. The speaker identifies industrial and residential real estate as areas with significant opportunity. Within industrial, specific niches like cold storage are highlighted, while retail and self-storage are also mentioned as potentially interesting.
“My three biggest theses in real estate right now is one, office is probably going to have to be converted. ... The second one is, I think that there will be some fantastic opportunities in industrial real estate. And then the third one is, I think that there's a lot of opportunity in residential real estate.”
“So generally, yes, I agree that clearly the gap is growing a lot between the class A new build modern amenities that's very well located...”