This fall, changes are coming to commercial real estate investing. The Fed’s announcement of a 50 basis point rate cut in late September, and expectations for further rate cuts, signal that the spigots for real estate finance will be turned back on. But these days there’s a lot more in the mix.
Therese Fitzgerald
To begin sorting through today’s key trends, I brought in my colleague and CPE investment editor Therese Fitzgerald. We spoke in late September, just after the Fed made its long-awaited interest rate cut.
In this episode, Therese provides an overview of investments on the horizon, explores trends in CMBS and fixed income funds, and brings you key takeaways from CREFC’s recent conference in New York City.
Episode highlights:
The impact of rate cuts (1:23) What does the rest of 2024 hold? (2:40) Market momentum: Will investors wait? (3:40) ‘Maturity walls’ and other CREFC conference takeaways ( 5:20) CMBS Snapshot (6:56) Why capital is flowing into debt funds (8:49) What’s next for bank lending? Good news for borrowers (11:11) Signs of an office sector reset ( 12:27)
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