Random Walk

Random Walk

Real Estate reset

Rates went up, sure, but there's still evidence of optimism

Moses Sternstein's avatar
Moses Sternstein
Dec 20, 2024
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  • retail closures inbound

  • CRE distress rises because (hopefully) the bottom is in sight

  • survey says “more CRE” (finally)

  • hybrid > RTO, but really it’s a Tale of Two Offices

  • Big Builders throwing their weight around

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