Vishy Tirupattur: A Challenging Road for Comm...

First-time homebuyers may get short windows of relief, but our co-head of Securitized Products Research James Egan and Senior Economist and Strategist in Morgan Stanley's Private Wealth Management Sarah Wolfe say the bigger story is a housing market resetting around a higher bar ...  Show more

Our CIO and Chief U.S. Equity Strategist Mike Wilson reacts to Kevin Warsh’s first Fed meeting, explaining why the new chair’s credibility may require letting markets experience some short-term pain.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts ...  Show more

The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate be the next possible crisis? In the latest episode of Exchanges at Goldman Sachs, ...  Show more

In the last month or so, two macro risks have become top of mind for investors. One is the stability of regional banks. The other is the weakness in the commercial real estate market. On some level, they're separate stories, but they're also linked, since regional banks tend to d ...  Show more

The Wall Street Journal finally reported on something that investors and lenders have known for more than nine months. 

The rapid rise in interest rates has created a structural problem for commercial real estate. 

The issue goes far beyond the headline that near ...

Yes, there are STILL rental property mortgages with low interest rates AND low money down, even in 2023. These investment property loans are unknown to most real estate investors simply because they don’t know where to look or who to ask about them. Which loans are we talking abo ...  Show more