Commercial real estate funds?

[Deleted]

There are many kinds of commercial real estates: Malls, Office Space, Warehouses, Data centers, Rental Housing, Industrial, medical,  Towers etc.

Office space and Malls have been doing rather badly. Investors have been pulling out of illiquid funds like BREIT.


Things are expected to get worse with interest rates rising, debt rolling over at high interest rates, and low occupancy and declining foot traffic on many office and shopping areas.

There are multiple ways to invest - 1) Liquid funds -  that invest in stocks of public companies in commercial real estate 2) Illiquid funds that directly buy commercial real estate. 

Are you folks considering investing liquid or illiquid commercial in real estate funds in near future? When do you think would be a good time to invest if any? What kind of funds or stocks would you choose?

[Capital]

I have no plans to invest in illiquid vehicles; however, I am interested in publicly traded Residential REITs. A new fad is for a REIT to build a subdivision and lease the houses much like an apartment complex.

[steadyeddy]

I suppose you mean "private equity funds" by illiquid funds?

Either way, as an individual investor, I would never consider illiquid investments.

Additionally, the commercial real estate is too narrow a sector in REITs to be of interest to me. I would certainly consider broad REIT funds.

[johnsmith]

I'd never invest in Illiquid REITs or any Illiquid investments. There has to be a very very good reason to do that, if any.

I'd invest in:

VNQI - International REIT for the long term. 80% of funds

VNQ - US REIT fund - 20% of funds

(This is from the total I would want in REIT part of my overall portfolio)

From all the major financial institutions, they all expect International to do way better than US over the next 10 - 12 years.