Here is an excellent article about Jamestown's CEO's thoughts on CRE. Here are some interesting ones. “And anytime we look at a new market, one of the first things I asked to see are, 'What are the demographics like over the last 10, 20 years? What are they forecasted to be over the next five, 10 years?” Bronfman said. “America has a better story than other places, and the Sun Belt has a better story than most of the rest of America.” “Does the U.S. have challenges? Absolutely. But my God, look at Europe. Look at the Ukraine situation,” Bronfman said. “Trudeau stepping down in Canada, Macron in trouble in France, the chancellor of Germany being forced to an early recall here in a few months. In South Korea, they had this martial law situation, and now they're trying to arrest the past president, but they can't because of his security forces.” "Bronfman said by comparison, the job growth, innovation and surging immigration in the U.S. make it the safest bet for long-term real estate investments." “A lot of people intentionally kicked the can down the road — and I don't mean that negatively — hoping that interest rates and cap rates would come down 100, 150 basis points. It wasn't long ago that's what people thought was going to happen. That hasn't happened,” he said. “At some point, you've got to quit kicking the can down the road and put those assets on the market and get them recapitalized.” https://lnkd.in/es-yauaY