The Exit Door Is Open—But It’s Expensive
Impossible d'ajouter des articles
Désolé, nous ne sommes pas en mesure d'ajouter l'article car votre panier est déjà plein.
Veuillez réessayer plus tard
Veuillez réessayer plus tard
Échec de l’élimination de la liste d'envies.
Veuillez réessayer plus tard
Impossible de suivre le podcast
Impossible de ne plus suivre le podcast
The Exit Door Is Open—But It’s Expensive
-
Lu par :
-
De :
À propos de ce contenu audio
Holding has become more expensive than exiting—and that’s what’s driving this week’s CRE activity. JPMorgan Chase is offloading loan exposure to reduce balance sheet risk, while The Carlyle Group is stepping in with structured equity and recapitalizations—not traditional acquisitions. At the same time, office-to-residential conversions are proving far less scalable than expected, and multifamily transactions are increasing only because sellers are accepting lower pricing. The takeaway is simple: this isn’t a recovery—it’s a forced reset where liquidity exists, but only for those willing to price assets based on today’s conditions, not future assumptions.
Aucun commentaire pour le moment