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RE #64: Andrew Segal - CEO of Boxer Property - Part 2
Publisher |
Chris Powers
Media Type |
audio
Podknife tags |
Business
Interview
Investing
Real Estate
Publication Date |
Jul 01, 2020
Episode Duration |
00:58:27
Andrew Segal joins Chris for his second appearance on The FORT. This time Andrew speaks on his experience contracting COVID-19, his thoughts on the future of retailers & restaurants as we continue to navigate this crisis, and much, much more. Enjoy!  Follow Chris on Twitter: www.Twitter.com/FortWorthChris Visit Fort Capital: www.Fortcapitallp.com 01:46 — Andrew’s Experience Contracting COVID-19 03:03 — The Last 90 Days From Andrew’s Point of View 06:41 — Where are you getting your information as it relates to what's true and what’s not true? 08:03 — If even half of retailers and restaurants go out of business, how do we bring these asset classes back to life? 09:01 — Why do companies need to bring employees back into the office? 10:31 — What are the biggest factors contributing to the decline in productivity through the work-from-home model? 10:57 — How is co-working going to work when you have several different companies under one roof? 11:51 — What do you see happening with the struggling, yet massively funded co-working industry? 13:48 — What happens if WeWork goes out of business? 17:00 — Do some of these office buildings start to offer a live and sleep hybrid model? 17:53 — Is Class-A office headed towards a rough patch? 20:21 — What do you see for the future of super-dense cities like NYC and LA? 24:23 — How are your hotels doing? 25:00 — What do you look for before you start buying more hotels? 26:51 — Is it easy to become a buyer of debt as a buyer of real estate as we start to see these delinquent loans come in? 29:19 — Have you bought any deals yet or when will you go on your buying spree? 31:15 — Is it complicated to buy a CMBS note? 33:13  — What's the typical transaction process when buying off of an auction website? 34:10 — What are you going to do with the golf course you purchased? 34:52 — How does your technology improve efficiency? 36:02 — What do the first 30 days after purchasing a building look like in order to get it up and running? 37:32 — Will Airbnb become even more successful in the long term? 38:32 — What is your opinion on the higher-education and sports worlds right now? 41:27 — Is there anything interesting coming out of COVID-19 that you're seeing across different industries? 43:08 — What are you expecting to see in capital markets going forward? 45:39 — Are banks better capitalized than they were during past crises? 46:14 — Will states take a dive once stimuli & PPP run out or will the federal government keep providing money? 47:34 — Will states start using property taxes in order to keep themselves funded? 48:04 — Is there a relationship between the growth in tech and the lack of inflation? 49:08 — What is bad and good about inflation? 51:39 — Why isn't there a Fannie Mae or Freddie Mac loan for commercial properties? 52:41 — Do you see any path to truly building affordable housing at scale? 53:55 — Is Houston positioned well coming out of this? Does anything excite or scare you? 54:47 — Do you think we are past the worst of COVID-19? The FORT with Chris Powers is produced by Straight Up Podcasts

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