2024년에는 기록적인 부채 만기가 1조 달러에 육박하며 향후 2년 동안 1조 달러에 달할 것이라고 지적합니다. 그렉 프리드먼 피치트리 그룹 CEO.
슈왑 네워크 (Schwab Network) 와의 이번 인터뷰에서 그는 상업용 부동산, 그리고 지금부터 연말까지 시장이 여전히 50BPS 단위의 인하 가격을 책정하고 있다는 점에 대해 논의했습니다. 그리고 이는 점점 “데이터 기반”이 아니라 믿음처럼 여겨지고 있습니다.
시청하기 전체 인터뷰는 여기입니다.
Schwab Network - "Commercial real estate continues to remain in chaos," says Greg Friedman. He believes fundamentals surrounding the industry remain solid but capital markets continue to raise outlook uncertainty. Greg uses the 10-year treasury as a benchmark for commercial real estate and talks about the other ways sentiment has shifted in the industry.
GlobeSt - In a challenging era for CRE finance, these men, women, teams and companies have demonstrated exceptional prowess in navigating choppy waters. They managed to steer through a period of elevated interest rates and successfully grappled with falling property valuations, a trend that has made refinancing particularly tricky for many in the sector. Moreover, they have shown an uncanny knack for operating within capital markets that have become increasingly stringent. Their innovative solutions and steadfast leadership have paved the way for new opportunities in what has been an unpredictable market.
Greg Friedman offers a wide perspective on the real estate market. He uses the 10-year treasury yield as a market indicator but notes inconsistencies in the latest trends compared to real estate. Greg believes there will be better buying opportunities on the horizon once real estate finds a bottom to build a new foundation. Listen to the full broadcast on Schwab Network.
