Listen "A.I., Loan Distress, and the Future of Commercial Real Estate"
Episode Synopsis
The potential for distress looms large over the commercial real estate market, and a recent report notes that the multifamily market "has the most significant amount of debt maturities coming due," and "pricing is off the most of any asset class." With elevated interest rates as a persistent challenge, these debt maturities could have a major impact on multifamily pricing. At the same time, the fundamentals of the multifamily market are still strong, which continues to drive the interest of investors waiting for a buying opportunity at the intersection of the pricing mismatch and looming debt maturities in the apartment market.
Sources discussed in this episode:
Colliers: "US Market Snapshot Q1 2023" - https://www.colliers.com/download-article?itemId=2f46bb37-44a6-4a2d-8b2a-f9fda0a60c14
GlobeSt: "CRE Lending Index Shows 33% Drop" - https://www.globest.com/2023/05/16/cre-lending-index-shows-33-drop/
GlobeSt: "Warren Buffett: It's Time for CRE Borrowers to Feel the Pain" - https://www.globest.com/2023/05/12/warren-buffett-its-time-for-cre-borrowers-to-feel-the-pain/
GlobeSt: "Can These Recent Private Equity Deals Actually Save Commercial Real Estate?" - https://www.globest.com/2023/05/16/can-these-recent-private-equity-deals-actually-save-commercial-real-estate/
Gallup: "Real Estate Lead as Best Investment Shrinks, Gold Rises” - https://news.gallup.com/poll/505592/real-estate-lead-best-investment-shrinks-gold-rises.aspx
Bisnow: "‘There’s A Degree Of Wonder’: Why New AI Tools May Finally Be The Tech That Shakes Up Real Estate" - https://www.bisnow.com/london/news/proptech/theres-a-degree-of-wonder-why-new-ai-tools-may-finally-be-the-tech-that-shakes-up-real-estate-118953
Bisnow: "How ChatGPT Will Change Real Estate — In Its Own Words" - https://www.bisnow.com/london/news/proptech/how-chatgpt-will-change-real-estate-in-its-own-words-118956
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DISCLAIMERS: This podcast does not constitute professional financial advice and is for educational/entertainment purposes only. This podcast is not an offer to invest.
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