Bob FraserCFO & Macro Strategist | Data-Driven Investing Expert | Speaker & Author

As a passive investor, we don't want to go operate these properties ourselves | Ben Fraser

Name: As a passive investor, we don't want to go operate these properties ourselves | Ben Fraser
Uploaded: 2022-08-09T07:32:15+00:00
Duration: 42 s
Channel: Bob Fraser
Description: In this segment, Ben Fraser explains the mindset of a passive real‑estate investor, emphasizing the desire to avoid direct property management and…

9 Aug 2022 · 1 min

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In this segment, Ben Fraser explains the mindset of a passive real‑estate investor, emphasizing the desire to avoid direct property management and instead partner with experienced sponsors and operators. He outlines the key macro‑economic trends that passive investors monitor: cap rates, inflation (linked to interest rates and monetary policy), and the recent surge in asset‑price inflation. Fraser notes that each of these factors influences real‑estate asset classes differently, underscoring the importance of understanding their distinct impacts when evaluating investment opportunities.

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So one of the things that, you know, as an investor, as a passive investor, right, we don't want to go operate these properties ourselves. You know, we want to work with sponsors and other experts in their field to have teams in place to operate these. But the things we've got to look at are what are the macro trends affecting these? We talked about cap rates. That's a real big one, right? We have inflation as another driver. It's kind of in tandem with interest rates and the monetary policy. And we've seen asset price inflation just massively over the last decade. And it's really important because these asset classes are all affected a little bit differently. But you want to talk a little bit about just some of those other factors that we pay attention to.