May 17, 2023

Commercial Real Estate: Different This Time?

The #CRE sector looks headed for a brutal downward adjustment, judging from ominous remarks by both the Fed and well-respected #money managers, not to mention the dire Q1 Fed Senior Loan Officers Survey (see Chart). But is all that gloom warranted? The contrarian bullish side to the story provides specific investment opportunities resulting from violent dislocation in the sector.

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