The current commercial real estate market is experiencing a necessary correction rather than a systemic crisis, according to private lending expert Philip Bennett, who argues that fundamental differences from 2008 suggest a more stable long-term outlook. Market Fundamentals Tell a Different Story “Unlike 2008, we’re not seeing the same level of speculation or toxic debt ...
While some investors are steering clear of markets showing negative rent growth, one asset management executive argues this broad-brush approach misses crucial submarket distinctions that could represent significant opportunities. “There are some markets that I think are still negative rent growth and showing some deceleration, that there is a contrarian play to be made. Atlanta ...
New copper tariffs effective August 1st are creating an impossible squeeze for electrical subcontractors caught between fixed-price contracts and skyrocketing material costs, according to a leading construction attorney. “Electrical subs who are in the middle of projects are probably going to see an immediate impact,” says Lisa Colon, Partner at Saul Ewing. The 50% tariff ...
A new law intended to protect renters has inadvertently pushed rent-stabilized apartments underground, according to Rachel Fiegler, Co-Founder of Pinpointe Group, who says landlords are increasingly moving listings off public platforms. “Rent stabilized apartments aren’t being advertised online anymore because they can’t bake in the broker fee,” Fiegler says, describing an unintended consequence of New ...
The Orlando housing market has hit a mathematical wall that no amount of optimism can overcome, according to local real estate veteran Brenden Rendo who points to a stark disconnect between income growth and home prices that’s freezing many buyers out of the market. The Numbers Don’t Add Up “Average family income in Oviedo is ...
While many investors remained skeptical of San Francisco’s recovery prospects throughout 2024, one multifamily investment firm was already positioning itself to capitalize on the market’s rebound, a contrarian bet that appears to be paying off. “I know everyone is talking about the Bay Area recovery right now, but I think what is a little different ...
Downtown San Francisco restaurant sales are approaching pre-pandemic levels and major real estate deals are closing again, marking what local experts say is a decisive turn in the market’s recovery, despite persistent negative media narratives about the city’s decline. “For a long time, actually, the biggest problem that San Francisco had is we had a ...
Mizuho director predicts surge in enterprise-specific AI implementations will reshape data center market. The next major driver of data center demand won’t come from generic AI models like ChatGPT, but from companies building their own private artificial intelligence systems, according to Vikram Malhotra, Managing Director and Co-Head of Mizuho Americas. “I would imagine a Walmart, ...
Leading real estate analyst warns new data center developers face multi-year waitlist for power access, creating unexpected constraints on industry growth. The data center industry faces a severe power access bottleneck that will limit new development through at least 2029, according to Vikram Malhotra, Managing Director and Co-Head of Mizuho Americas. This constraint comes despite ...
Amid growing market uncertainty, private lending expert Philip Bennett argues that experience in evaluating distressed commercial real estate assets has become more crucial than ever, particularly as market conditions create both opportunities and pitfalls. The Value of Veteran Perspective “The key is distinguishing between temporarily distressed assets and fundamentally flawed investments. That’s where experience becomes ...
Commercial real estate has an expensive data problem, according to DealGround CEO Dan Mosher, who argues that billions in efficiency gains are being left on the table due to outdated document management practices. The Hidden Cost of Document Management “The problem is that all this data exists in PDFs and documents that are not structured ...
After two years of volatility, a more stable interest rate environment is helping drive increased transaction activity in retail real estate, according to a senior capital markets expert. “From year to date, we’ve seen a steady decline in interest rate and since we’ll call it January, February, March timeframe, interest rates have been at the ...
Industry expert Keith Cubba, Senior Vice President and National Director of Golf at Colliers International, argues that investors are significantly overestimating the risk in today’s golf course market, creating potential opportunities for informed buyers. The Risk-Return Disconnect “The risk in golf course assets has come down,” Cubba says, pointing to a dramatic compression in risk ...
The rush to automate commercial real estate lending decisions could lead to significant market inefficiencies, according to Philip Bennett, President of Bennett Capital Partners Mortgage Brokers, who warns that over-reliance on technology risks missing crucial deal nuances that only human expertise can evaluate. The Automation Paradox “In commercial real estate lending, there’s no substitute for ...
The proliferation of short-term rentals in New Orleans has created a significant disruption in the city’s hospitality market, according to Len Wormser, Senior Vice President at HREC Investment Advisors, who says upcoming regulatory changes could reshape the competitive landscape. The Scale of Impact “The city has over 8,000 short-term rental units now, that’s a third ...
