E46: The impact of SpaceX on real estate, life science, and automation in CRE
Update: 2024-10-23
Description
(0:00 ) Opening
(0:17 ) SpaceX’s enormous impact on hardware technology focused real estate assets
(11:08 ) xAI’s gigafactory in Memphis
(37:35 ) Languishing life science real estate supply
(43:42 ) Loan exposure
(58:56 ) Price decreases due to reduced parking requirements and automation
(1:05:35 ) Closing
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