Palm Beach Office Forum Report

PANEL SUMMARY

The panel discussed the volatile state of real estate investing, with a focus on opportunities in the Florida market. Panelists explained how market participants are adapting to the “higher for longer” interest rate environment and explored the different positioning of institutional and family office investors. Topics included contrarian opportunities in the office sector, the ongoing strength of retail (such as grocery-anchored shopping centers), and the likelihood that supply constraints will continue to support healthy rents in multi-family housing.

ATTENDEE POLLING DATA

Have you or the clients you advise shifted from traditional to non-traditional debt strategies in recent years? Please select one:

(A) Yes, significantly

25%

(B) Somewhat

38%

(C) No, we’ve maintained traditional approaches

38%

Are you or the clients you advise actively pursuing deals in the current market environment? Please select one:

(A) Yes, aggressively

21%

(B) Yes, cautiously

68%

(C) No, waiting for market conditions to stabilize

11%

PALM BEACH FAMILY OFFICE FORUM | 7

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