))
CRE Capital Markets with Rick Jones—How Distress, Demand and Debt are Reshaping the Real Estate Cycle
Manage episode 476480438 series 3642898
LightBox에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 LightBox 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Rick Jones, Founder and Principal of Jackstay Ventures LLC, joins the LightBox crew to unpack the latest capital markets chaos stirred up by post-tariff volatility and macro uncertainty. The conversation spans the latest pulse on recession risk and lender behavior to the evolving role of warehouse lending and the long-awaited wave of distressed debt. Rick’s take? The CRE market is doing just fine—but there are some tells that he says will warn us when real trouble is afoot. Never one to shy away from knotty topics, Rick makes the case for considering CMBS conduit reinvention, and why the best time to rethink assumptions is when no one thinks it’s necessary. Always entertaining, Rick takes the team conversation to high-rise mausoleums, magical thinking, and the dangers of overusing adjectives.
01:58 The Impact of Volatility on Commercial Real Estate
06:41 The Role of Non-Bank Lenders
10:36 The Distressed Debt Market
13:07 Warehouse Lending
15:16 The Slow Burn of Market Distress
21:03 Office Distress: The Race to Resolve
22:04 Is it Time to Rethink CMBS Conduits?
27:26 Magical Thinking in Market Analysis
Have questions for the pod team? Send them to [email protected].
www.lightboxre.com
65 에피소드
공유
