CRE Unplugged x Thesis Driven: Niche Assets, Recession Fears, LL97 & Real Estate Tech Survivor

The gang explores how niche assets like data centers, healthcare housing, and music buildings are creating new opportunities for investors seeking resilient, high-yield returns. They break down the capital market forces driving these sectors, examine signals of a possible recession, and debate New York City’s ambitious Local Law 97 and its impact on building owners. The episode wraps with a fun round of Real Estate Tech Survivor, where our hosts weigh in on which technologies are built to last.Show Notes: 0:10: Intro0:43: The Rise of Investments in Niche Assets 13:30: Are We Heading into a Recession? 22:40: Ryan and Brad debate NYC’s Local Law 97 (carbon emissions limits for buildings)35:49: HILO Highlights- David’s time in Western Canada and the importance of customer service 47:30: Real Estate Tech Survivor If you love what you hear, please take a moment to rate and review us. Your feedback helps us grow and improve!Be sure to visit our website at www.creunplugged.com and www.thesisdriven.com for all the latest news and updates. Have thoughts or suggestions? We'd love to hear from you! Drop us a line at [email protected] to our YouTube channel at @CREUnplugged1 and be sure to follow CRE Unplugged on LinkedIn, Instagram, TikTok, and X!This episode is sponsored by our awesome partner, HILO, making connectivity and engagement a breeze in commercial real estate.