29 min listen
Lots More on the Big Can Kick in Commercial Real Estate
FromOdd Lots
ratings:
Length:
22 minutes
Released:
Mar 22, 2024
Format:
Podcast episode
Description
Last year, we spoke with Rich Hill, head of real estate strategy and research at Cohen & Steers, about where stress was building in the $20 trillion market for commercial real estate. Fast forward to today and the doomsday scenario in commercial real estate just hasn't played out like a lot of people thought it would. Defaults have increased, but they aren't disastrous. And some measures of CRE have even been rallying in recent months. So what's driving this surprising resilience? Hill sees it as a 'prisoner's dilemma' where lenders and borrowers have agreed to amend and extend loans in order to both benefit and buy some time. But how long can that continue? And what does the CRE market need to see in order to mount a durable recovery?See omnystudio.com/listener for privacy information.
Released:
Mar 22, 2024
Format:
Podcast episode
Titles in the series (100)
Episode 18: The Obscure Report That Spawned the ETF Industry: Episode 18: The Obscure Report That Spawned the ETF Industry by Odd Lots