Invisible Counter Party Risk

On today's show we're talking about one of the quietest ways a deal gets killed. Not a rate move, not a cost overrun. A city council vote you assumed would never happen.Let's start with the constitutional plumbing, because it explains everything that follows.In the United States, ...  Show more

Michael Flight has been specializing in shopping centers since the mid 1980's. On today's show we are talking about how shopping centers are going through a revival of sorts. We're talking about where the demand is and how to create value in shopping centers. To connect with Mich ...  Show more

Several days ago, the Wall Street Journal published an article about real estate syndicator Applesway Investment Group (owned by real estate entrepreneur Jay Gajavelli), which lost more than 3,000 apartments across four rental complexes that went into foreclosure.  What led to on ...  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 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

As regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it matures.

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Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan ...