E68: Cap Rate Craziness

Discover the fascinating world of cap rates and their crucial role in commercial real estate investments. The discussion reveals how fluctuations in cap rates and interest rates affect property valuations and investor behavior. Dive into the alarming narrowing gap between cap rates and treasury yields, especially in the multifamily sector. The hosts also tackle the challenges large institutional investors face compared to smaller investors. Finally, learn about navigating competitive markets and the impact of rising interest rates on real estate dynamics.