Real Estate

When rising interest rates really hit commercial real estate values and which property types survive

Interest rate moves are the kind of macro event that feel abstract until they show up in your bank account or property valuation reports. Over the last decade I’ve watched several rate cycles and advised investors on how to adapt underwriting, debt management, and asset-level operations. In this piece I want to walk you through precisely when rising rates really bite commercial real estate (CRE) values, what drives the timing and magnitude of...

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How much rental yield do you really need to beat inflation in your city

Why rental yield and inflation matter — and why the simple answer rarely worksI get asked a version of the same question a lot: “What rental yield do I need to beat inflation in my city?” It’s an important question, because inflation quietly erodes the purchasing power of rent checks and property values alike. But the answer isn’t a single number you can apply everywhere. The yield you need depends on your financing, taxes, local...

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