Real Estate Market Dynamics
Rich explains the discrepancy between listed REITs and private valuations, highlighting the lag in corrections. He predicts a potential 10-20% decline in private markets despite listed REITs being flat. Tracy emphasizes the need to diversify views beyond New York office buildings in assessing commercial real estate.In this clip
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Odd Lots
Where Stress Is Showing in the $20 Trillion Commercial Real Estate Market
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