Investment Matters: CRE's Finance Spigot Reopens
Manage episode 447250772 series 3180111
Change is in the air this fall for commercial real estate investment. The Fed’s announcement of a 50-basis-point interest rate cut in late September, and the expectation that more cuts are ahead, signals a reopening of the spigot for real estate finance. But there’s plenty more in the mix these days. In this conversation, CPE Executive Editor Therese Fitzgerald gives us a snapshot of what’s around the corner for investment, explores trends in CMBS and debt funds, and brings key takeaways from CREFC’s recent conference in New York City.
Episode highlights:
· The impact of interest rate cuts (1:23)
· What’s ahead for the rest of 2024 (2:40)
· Market momentum: will investors wait? (3:40)
· The “wall of maturities” and other CREFC conference takeaways (5:20)
· CMBS snapshot (6:56)
· Why capital is flowing to debt funds (8:49)
· What’s next for bank lending?
· Some good news for borrowers (11:11)
· Signs of an office sector reset (12:27)
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