桃树集团首席执行官格雷格·弗里德曼最近为巴伦周刊写了一篇文章- “软着陆意味着商业地产的艰难下跌。”
在文章中，他探讨了美联储最近降息背景下商业房地产行业面临的挑战。随着1.5万亿美元的CRE贷款即将到期，再融资变得越来越昂贵，格雷格概述了投资者的战略机遇，包括资本堆栈的重新定位、私人信贷解决方案和不良资产收购。
随着市场适应更高的借贷成本，对于希望在商业房地产领域保持领先地位的人来说，这是一本必读的书。 点击此处阅读《巴伦周刊》的完整文章。
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.
