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Jeffrey Berenbaum
Director and Head of CMBS and Agency CMBS Strategy at Citi Research. Offers insights into financing markets, lending conditions, and the broader economic outlook.
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Jul 8, 2025
• 26min
339. From Data Centers to Derivatives: The 4 Ds of 2025 with Jeffrey Berenbaum of Citi Research
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Jeffrey Berenbaum, Director and Head of CMBS Strategy at Citi Research, shares valuable insights from his extensive experience in financing markets. He discusses the challenges faced by retail and industrial sectors amid economic uncertainty, while highlighting the resilience of multifamily housing due to persistent shortages. Jeffrey introduces his intriguing '4 Ds' for 2025: data centers, government efficiency, the dollar, and derivatives. The conversation also covers shifts in lending conditions and the crucial role of consumer health data.
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