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....
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!
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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