The Most Insightful Hour in CRE with Dr. Peter Linneman, Founding Principal of Linneman Associates
The Walker Webcast
00:00
Shift in Capital Allocation and Cap Rate Compression
The speakers discuss the shift in capital allocation away from office spaces towards multi-family and industrial properties, resulting in cap rate compression on these asset types. They highlight the historical correlation between job growth and office vacancy rates, noting the recent negative correlation and speculating on the future. They also discuss the implications for lenders and the challenge of quantifying the risk associated with office spaces.
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