Re: Inflation/Real Estate-Train Wreck In Progress.
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Re: Inflation/Real Estate-Train Wreck In Progress.
Today, I participated in a 2nd private panel for Real Estate investors/operators as the "macro guy." This thread focuses on US CRE sectors in both public and private markets. Chatham House Rules apply
First, we heard from a REIT operator for some public market perspectives.
A couple of choice quotes that summarize the current zeitgeist:
“The era of cheap capital is over.”
“Cost of capital has become very expensive with …
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