Is Commercial Real Estate the Next Shoe to Drop?
Over the last year, there has been relentless reporting that the next shoe to drop for the economy and banking system is commercial real estate. The drumbeat runs counter to what we are hearing from...
Real Estate Today … and the Trends Likely To Shape Tomorrow
As it burst onto the world scene in 2020, COVID-19 impacted asset classes and investment strategies across the board. While real estate was no exception, the industry managed a generally strong...
Real Estate – Can’t Touch This!
Few markets have been as heavily impacted by the onset of the global pandemic as real estate. Real estate is considered a hard asset that “you can touch and feel”, but during a pandemic no one wants...
Real Estate Credit Environment: Risk Off - Risk On
Earlier last year real estate markets received a scare as CMBS spreads widened, particularly in lower rated and more junior tranches. Additionally, one of the most respected U.S. real estate research...
Real Estate – Rates, Rates, Rates
“There are three things that matter in property: location, location, location”. While the age-old adage still holds in many respects, real estate risks, as with the risks associated with all asset...
Real Estate and Negative Leverage – The long and the short of it...