Episode 39: Is Now the Right Time for Real Estate? -- Pat Jackson, Founder, CIO Sabal Investment Holdings

Over past few years of Covid, inflation and interest rate increases, the investment sector most impacted has got to be real estate. Office vacancies have spiked as the way we work has transformed central business districts all over the country. Interest rates have increased the most in decades, shocking the capital structures of apartments, shopping centers, and hotels. Home prices have spiked nearly 50% nationally since 2020, shifting the investment landscape around residential real estate. 

With great change comes great opportunity. We have the perfect guest to engage in that discussion. Pat Jackson, Founder and CIO of Sabal Investment Holdings. Pat founded Sabal in 2009 to focus on both distressed and performing Commercial Real Estate loans coming out of the 2008 Financial Crisis. Under Pat’s leadership, Sabal acquired over 5,000 loans and assets worth over $8.2b during the GFC. Today Sabal has over $1.4b in assets across three funds. Pat has deep relationships with both banks and bank regulators. He has tremendous experience working through difficult commercial real estate debt issues. I hope you enjoy this discussion as much as I did.

This podcast was recorded on July 30th, 2024.  The respective opinions expressed are those of Mr. Jackson and Biltmore Family Office, LLC..  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.  

Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.