Contributors
Monterey Musings: The Retail Reunion That Matters
By Billy the Broker (I just want to stay anonymous) Retail conferences are a lot like high school reunions — you go expecting to be...
McNellis: Bad Settlements Beat Good Lawsuits
By John McNellis This is a true story. A well-to-do investor—let’s call him Sam—owns a charming three-story brick office building in a city that...
America’s Housing Crisis: When the 1% Could Buy Us All Out
By Billy the Broker (I just want to stay anonymous) In a staggering illustration of America’s wealth gap, recent data from Redfin reveals that the...
Why Returning to the Office Is Worth It—Even If It’s a Little Messy
By Billy the Broker (I just want to stay anonymous) The return-to-office (RTO) debate has been one of the most hotly discussed topics in the...
Election, Inflation, and Rate Cuts: CRE Market Outlook for 2025
The closing months of 2024 were marked by significant events — including a presidential election, Federal Reserve rate cuts, and shifting economic trends....
Kingbird Sees a “Once-in-a-Generation” Opportunity for Multifamily Investment, Akin to Post-GFC
By Mark Pasierb, president of Kingbird Investment Management Looking ahead into 2025, there are many opportunities in commercial real estate—specifically in the resilient...
C-PACE Financing: How It Works and Recent Transactions
By Diana Ovsepian C-PACE Financing Stuck between a rock and a hard place, the challenging interest rate environment of the past several years...
Fed Rate Cuts in September 2024: Implications for Bridge Lending in a Shifting Market
By Kurt Ursich In September 2024, the Federal Reserve reduced interest rates, signaling a strategic pivot aimed at stimulating economic growth in a...
Opinion: Will Fed Inaction Lead to More of the Same for CRE Investors?
By Brian Hatcher, President & COO of Kidder Mathews With the cost of capital staying put, buyers and sellers must do more to...
Economic Commentary: Softening Labor Market Could Lead to Interest Rate Cuts Earlier Than Expected
By John Beuerlein, Chief Economist at the Pohlad Companies At the midpoint of the year, the economy has clearly slowed from the faster pace...
McNellis: The Pacaso of Time Shares
By John McNellis More often than not, the movie bad guy is a drug lord or a nature-paving developer. While these two villains...
McNellis: Resuscitation Hardware
By John McNellis I shorted a stock once. As a Kmart landlord 20 years ago, I saw firsthand how badly that discounter was...
