Change is within the air this fall for business actual property funding. The Fed’s announcement of a 50-basis-point rate of interest reduce in late September, and the expectation that extra cuts are forward, alerts a reopening of the spigot for actual property finance. However there’s loads extra within the combine lately.
To begin checking out a few of right this moment’s key tendencies, I introduced in my colleague and CPE funding editor, Therese Fitzgerald. We spoke in late September, shortly after the Fed’s long-awaited fee reduce.
On this episode, Therese provides us a snapshot of what’s across the nook for funding, explores tendencies in CMBS and debt funds, and brings key takeaways from CREFC’s latest convention in New York Metropolis.
Episode highlights:
- The affect of rate of interest cuts (1:23)
- What’s forward for the remainder of 2024 (2:40)
- Market momentum: will traders wait? (3:40)
- The “wall of maturities” and different CREFC convention takeaways (5:20)
- CMBS snapshot(6:56)
- Why capital is flowing to debt funds (8:49)
- What’s subsequent for financial institution lending?
- Some excellent news for debtors (11:11)
- Indicators of an workplace sector reset (12:27)
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