The commercial real estate sector faces a crisis marked by high vacancy rates and inevitable loan defaults.

“there's going to be failures on uh uh defaults on loans in office buildings. They're not talking about this. The leases are now coming up. That was five years ago. Leases are five and 10 years, you know. So, a lot of these leases are coming up and they can't pay the rent, the the the loans.”

The RV park sector will eventually undergo consolidation.

“I really believe that this sector will get Consolidated”

Real estate investors should focus on the fundamentals, such as location and traffic patterns, rather than chasing speculative or trendy projects.

“Sometimes we get away from that and we start to look for things that are too sexy or, you know, stay simple, you know, things that people constantly need.”