Market Trends and Commercial Real Estate Opportunities

The chapter analyzes the performance of equity markets post the Fed pivot rally, emphasizing the resilience in the face of fluctuating long-dated Treasury yields and the dominance of a few major companies. It also explores the impact of interest rates on commercial real estate, highlighting the challenges and the emerging buying opportunities, especially in data centers. The discussion touches on the growing demand for data center investments due to digitization, cloud services, and artificial intelligence, along with the requirements for entering this market.