Weekly Observations

Recent Blog Posts:

• Looking for Sponsors?

Important News For Investors:

• Ackman: Fannie & Freddie to Exit Conservatorship Under Trump

• Distress in US Commercial Property Grew at a Slower Rate

• Trepp Property Price Index (TPPI) 2024 Q3: Continued Pressure on Commercial Real Estate Prices, as Market Awaits Impact of Rate Cuts

• Trump Policies Will Likely Affect CRE, but Bond Yields Are a Bigger Influence

• 15% of Maturing CRE Loans May Struggle to Refinance

Important Social Media For Investors:

Interesting post about migrations and neighborhoods that have fallen into favor. Separate from the point of the post, this chart should explain a contributing factor to why there is ample demand for sunbelt housing. Click Here for Post.

The standard portfolio likely does not cut it anymore. Click Here for Post.

This explains why mortgage rates have risen despite Fed rate cuts. It may seem counterintuitive, but the Fed only has control over the short end of the yield curve. Click Here for Post.

Don’t invest purely for tax write offs. Diversify among deal type, sponsor, asset class. Stories like these make me sick to my stomach. Click Here for Post.

Another good one showing the divergence of the federal funds rate and mortgage rates. Click Here for Post.

Interesting Real Estate:

You can rent this! Is This Luxurious Cave The World’s Most Unique Vacation Rental?