E46: The impact of SpaceX on real estate, life science, and automation in CRE

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(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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