Investment Matters: CRE's Finance Spigot Reopens

Commercial Property Executive

Change is in the air this fall for commercial real estate investment. The Fed’s announcement of a 50-basis-point interest rate cut in late September, and the expectation that more cuts are ahead, signals a reopening of the spigot for real estate finance. But there’s plenty more in the mix these days. In this conversation, CPE Executive Editor Therese Fitzgerald gives us a snapshot of what’s around the corner for investment, explores trends in CMBS and debt funds, and brings key takeaways from CREFC’s recent conference in New York City.

Episode highlights:

· The impact of interest rate cuts (1:23)

· What’s ahead for the rest of 2024 (2:40)

· Market momentum: will investors wait? (3:40)

· The “wall of maturities” and other CREFC conference takeaways (5:20)

· CMBS snapshot (6:56)

· Why capital is flowing to debt funds (8:49)

· What’s next for bank lending?

· Some good news for borrowers (11:11)

· Signs of an office sector reset (12:27)