You’ll want to take notes during this episode where the team dives into insights from Partner Valuation Advisors’ senior managing directors, Brandon Nunnink and Eric Enloe, on the evolving private REIT market. They explore Q3 trends on bid-ask spreads, the reset in markets like San Francisco, the “enthusiasm gauge” of 2024, cap rate analysis and office price discovery, and where there are untapped opportunities. The conversation also touches on regulatory impacts, the “valuation revolution,” and the momentum of industry benchmarking.
01:09 Public vs. Private REIT Markets
03:01 “Kitchen Sink” Approach to Valuation
11:41 Cap Rate Analysis and Market Trends
16:27 Opportunities in the Current Market
30:19 AI and Benchmarking
Have questions for the pod team? Send them to Podcast@LightBoxRE.com