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Navigating Financial Markets Amidst Rising Rates
This chapter analyzes the effects of fluctuating interest rates on financial markets, focusing on real estate capital markets and private credit. It delves into the challenges faced by developers due to high financing costs and the resulting shifts in investment strategies among institutional investors. Additionally, it explores the impact of the Inflation Reduction Act, AI trends, and political risks on various investment sectors, while emphasizing the complexities of the commercial real estate landscape.