Episode 115: Peas and Carrots—CRE Keeps Moving as Rates Bite
The Fed served up “peas and carrots” this week with a unanimous 12-0 vote to raise rates 25 basis points, plus...
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Episode 114: Playing Offense in a K-Shaped CRE Market with Jeff Brown, CEO of T2
Higher-for-longer rates are no longer a temporary condition. With the 10-year Treasury at 4.85%, refinancing costs elevated, and expectations for multiple...
Episode 113: CRE’s Fall Test – Can Deals Defy a 5% 10-Year?
The 10-year Treasury is pushing toward 4.8%, oil prices are keeping inflation pressure alive, job growth is weakening, and markets are...
Episode 112: High Yields, Big Bets: Where CRE Capital Is Still Moving
The bond market once again set the tone this week as the 10-year Treasury hovered around 4.7% despite the Treasury Secretary’s...
Episode 111: CRE’s Next Inflection Point – Caution, Capital and Contradictions
This week, the economic data did everything right: cooler inflation, softer retail sales, weak job growth, the kind of numbers that...
Episode 110: CRE Has Momentum. Can It Survive a 5% 10-Year?
A disappointing jobs report, stubborn energy prices, and a 10-year Treasury yield near 5% are putting commercial real estate’s momentum to...