In a special guest episode, Warren de Haan, managing director, co-founder, and co-CEO of ACORE Capital joins the team to provide market perspective from a private CRE lender. Here, we examine the impending credit crisis by talking through the current lending environment. Warren shares a boots-on-the-ground view of private lending, market constraints, and assets that are facing pressure or have opportunities.
Episode Notes:
- Intro (0:20)
- Setting the stage: take on current environment (1:07)
- Deposit insurance issues (7:34)
- CRE and market constraints (8:50)
- Dealing with troubled assets (12:30)
- Playing lending offense and defense (17:20)
- Potential for regulation? (19:20)
- Is there a potential for optimism in 2023? (22:12)
- Third rail of CRE: office sector (24:24)
- Assets that will face pressure (29:18)
- Where are the opportunities? (30:57)
Questions or comments? Contact us at podcast@trepp.com.
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The TreppWire Podcast: A Commercial Real Estate Show