Higher Rates, Real Opportunities: Greg Friedman on CRE in 2026
Elevated rates and refinancing pressure are reshaping commercial real estate in 2026. Greg Friedman explains why today’s stress is balance sheet driven, not asset driven.
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."
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