Sunday Summary: Rate Hikes, Investor Conferences and Power California
Why this matters
Commercial real estate continues to digest a multi-year reset in cost of capital. Transaction velocity is below the 2019-2021 trend but improving, cap rates have stabilized across most stabilized property types, and the bid-ask gap has narrowed materially in the past two quarters. Sponsors with permanent capital and operating platforms have an advantage in the current execution environment. The next twelve months will continue to reward underwriting discipline and operational sophistication over balance-sheet aggression.
Editorial analysis · Real Estate Trail Editorial
William McChesney Martin, the ninth chairman of the Federal Reserve, is credited with saying that the duty of the Fed is to “take away the punch bowl ” just as the party is getting started — i.e., to raise interest ra…
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