refinancinghigh engagement
CRE borrowers face a refinancing test they cannot ignore
Content focused on refinancing hurdles, debt-service coverage problems, and the widening gap between property values and loan proceeds as higher rates and maturities pressure borrowers.
Draft a post from this →retailmedium engagement
Strip center owners are finding buyers do not agree on value
Retail-focused signals discussing net effective rent, difficulty selling strip centers at desired pricing, and broader leasing/value resets in secondary-market retail.
Draft a post from this →valuationmedium engagement
Cap rates are misleading more CRE buyers than they think
Signals about valuation methodology in CRE, especially criticism of cap rates as a reliable pricing tool and broader warnings about valuation blind spots and stress-testing assets under rate pressure.
Draft a post from this →multifamilymedium engagement
Record apartment supply is pressuring rents and valuations
Coverage of record apartment deliveries, rent compression, and near-term effects on multifamily performance and valuations, with apartment owners and storage/REIT-related filings providing adjacent sector context.
Draft a post from this →underwritingmedium engagement
Better underwriting is the first defense against bad CRE deals
Educational deal-screening and valuation guides emphasizing DCF modeling, rent estimation, vacancy assumptions, TI/LC costs, and avoiding bad acquisitions before signing.
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