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At Komplete Investments, we approach capital management with an emphasis on context, judgment, and responsibility. Markets are influenced by shifting economic conditions, policy decisions, and long-term structural forces, and meaningful outcomes are rarely the result of isolated actions. The insights shared here are intended to support thoughtful consideration rather than immediate response. Each post offers perspective on how broader market dynamics and strategic principles intersect over time.

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Talk Your Book: How Higher Rates Are Re-shaping Commercial Real Estate

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Talk Your Book: How Higher Rates Are Re-shaping Commercial Real Estate


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Today’s Talk Your Book is brought to you by Benefit Street Partners, a Franklin Templeton Company:



On today’s show, we discuss:

  • How real estate credit could offers more cushion than equity today
  • How rising rates could cause a wave of refinancing and capitulation ahead
  • The bifurcation emerging between prime assets and older, riskier properties
  • How industrial and infrastructure are pulling capital away from other sectors

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

Charts:

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The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.

 

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The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

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