With the collapse of SVB and other banks in the middle of the first quarter, the spotlight has shifted to commercial real estate as the so-called ‘next shoe to drop.’ Stories about bank exposure to CRE and uncertainty about some property types make the news almost daily. But how true is the overall narrative, and what are the nuances that need to be discussed?
- Has any slowdown in economic activity reflected itself in Q1 income performance metrics – even for superstar sectors like multifamily?
- What’s next for interest rates and cap rates, given Q1 GDP growth and what the Fed is expected to do?
Join us for this interactive discussion where Victor Calanog, Tom LaSalvia, and Kevin Fagan will cover all these topics.
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