Age old question: if you had 100M where would you invest?

Based on the most helpful WSO content, here's a detailed breakdown of where to invest $100M in today's environment:

Sectors with Secular Tailwinds:

1. Logistics:

   • Rationale: E-commerce growth is driving demand for logistics and warehousing spaces.
   • Example: Investing in distribution centers near major urban areas.

2. Life Sciences:

   • Rationale: Increased investment in healthcare and biotech sectors.
   • Example: Life science buildings in secondary hubs.

3. Rentals:

   • Rationale: Consistent demand for rental properties, especially in high-growth areas.
   • Example: Single-family rentals in the Sun Belt.

4. Technology:

   • Rationale: Growing need for data storage and communication infrastructure.
   • Example: Data centers and cell towers.

Niche Asset Classes:

1. Senior Housing/Student Housing:

   • Rationale: Demographic trends support long-term demand.
   • Example: Senior living facilities in affluent markets.

2. Build-to-Rent (BTR):

   • Rationale: Increasing preference for rental properties over homeownership.
   • Example: BTR communities in suburban areas.

3. Storage:

   • Rationale: Rising demand for personal and business storage solutions.
   • Example: Self-storage facilities in urban and suburban locations.

Classic Asset Classes:

1. Multifamily:

   • Rationale: Stable cash flows and high occupancy rates.
   • Example: Apartment complexes in growing metropolitan areas.

2. Industrial:

   • Rationale: Strong demand from manufacturing and logistics sectors.
   • Example: Industrial parks and warehouses.

3. Retail:

   • Rationale: Selective opportunities in high-traffic, affluent areas.
   • Example: Single tenant NNN dining and service properties.

Strategy:

• Core: Focus on stable, income-generating properties.
• Value Add: Invest in properties that require improvements to increase value.
• Opportunistic: High-risk, high-reward investments in emerging markets or distressed assets.

Regional Focus:

• United States - Midwest: Known for stable growth and lower competition compared to coastal markets.

Tailoring to Interview:

• Research the Company: Understand what the company has been investing in and tailor your answer accordingly.

By considering these sectors and strategies, you can make informed decisions on where to allocate $100M in today's real estate market.

Sources: If you had $100M where would you invest it today ? Real estate only, If you had $100mm to invest, what would you invest in? Market? Debt vs Equity? Product-Type?, How Would You Invest $1 Million Today?, Real Estate Interview Questions Master Thread