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Talk Your Book: No Bank Runs in Commercial Real Estate

Animal Spirits Podcast

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The Dichotomy Between Private Marks and Public Marks

Public markets over react and private markets need transactions to happen. The media loves to paint this picture that cap rates must go up meaning prices must come down. That's just not the case if n.o.i is going up and that's what we're seeing in real estate. When you see inflation take hold rents push Period.

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