About this episode

Eli Edwards discusses Fortress Investment Group's strategies in navigating a real estate recession and the implications for various housing markets.

Season 8, Episode 2: How does one of the nation’s largest real estate capital pools navigate a "real estate recession" while the rest of the economy stays hot? Today, we sit down with Eli Edwards, Managing Director at Fortress Investment Group and Head of US Real Estate Equity, to break down the firm’s strategy in a shifting market. Eli shares how Fortress spotted the San Francisco multifamily turnaround while the "doom loop" narrative was still in full swing. We also get into the "silver tsunami" in senior housing, why student housing is now a game of picking idiosyncratic winners, and how they are leveraging Delaware Statutory Trusts (DSTs) to provide tax-efficient solutions for retail investors.Whether you’re interested in distressed debt, Core Plus yields, or the future of the Sun Belt, this episode is a must-listen. Join us as we dive into the conviction, timing, and risk discipline that helped Eli and his team at Fortress identify growth opportunities where others only saw risk.Shoutout to our sponsor, Lennar Investor Marketplace. New construction rental investments with comps, returns, and underwriting built in.TOPICS00:00 – Introduction04:14 – Transitioning from Banking…

People in this episode

Guest: Eli Edwards

Topics covered

• real estate recession
• senior housing
• San Francisco multifamily
• student housing
• Delaware Statutory Trusts
• distressed debt
• Core Plus yields

Keywords

• real estate
• investment strategy
• senior housing
• multifamily
• student housing
• tax-efficient solutions
• distressed debt
• Core Plus yields

Sponsors

Lennar Investor Marketplace

Mentioned in this episode

Organizations: Fortress Investment Group

Places: San Francisco, Sun Belt

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