Lots More on the Big Can Kick in Commercial Real Estate

2024-03-22 · 22 min · 13 entities

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Asserted relationships

→ appeared on Odd Lots podcast

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Lots More on the Big Can Kick in Commercial Real Estate
→ discusses Business concept

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Feed category: Business
→ discusses News concept

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Feed category: News
→ discusses Investing concept

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Feed category: Investing
→ discusses News Commentary concept

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Feed category: News Commentary
→ hosted by Bloomberg company

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Feed author/publisher: Bloomberg
→ discusses Business News concept

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evidence rules-v4
Feed category: Business News

Entities found in this episode

concepts 9

mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

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evidence rules-v4
Feed category: Business News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

0.40

evidence rules-v4
Feed category: News
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
discusses News Commentary concept

0.40

evidence rules-v4
Feed category: News Commentary
discusses Business News concept

0.40

evidence rules-v4
Feed category: Business News

companys 2

mentioned Bloomberg company

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Feed author/publisher: Bloomberg
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

persons 1

mentioned Lots More person

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evidence rules-v4
Lots More on the Big Can Kick in Commercial Real Estate

podcasts 1

appeared on Odd Lots podcast

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evidence rules-v4
Lots More on the Big Can Kick in Commercial Real Estate

Episode description as stored

Last year, we spoke with Rich Hill, head of real estate strategy and research at Cohen & Steers, about where stress was building in the $20 trillion market for commercial real estate. Fast forward to today and the doomsday scenario in commercial real estate just hasn't played out like a lot of people thought it would. Defaults have increased, but they aren't disastrous. And some measures of CRE have even been rallying in recent months. So what's driving this surprising resilience? Hill sees it as a 'prisoner's dilemma' where lenders and borrowers have agreed to amend and extend loans in order to both benefit and buy some time. But how long can that continue? And what does the CRE market need to see in order to mount a durable recovery? See omnystudio.com/listener for privacy information.