Grind to ’29: Opportunity in CRE’s Capital Reset
Over three years, CRE endured the painful phase: values reset, deals slowed and lenders pulled back. That was Survive to ’25. Now the market enters Grind to ’29.
Schwab Network – Greg Friedman joins Nicole Petallides at the NYSE site with a deep-dive into the high rate environment facing investors right now. When looking at the 10-year Treasury rate which is "more than double pre-2022 average," Greg believes its reshaping valuations and refinancing dynamics. In the real estate realm, he sees uneven performance saying "90% of office vacancies are in just 30% of office buildings."