Rich Hill

Rich Hill, head of real estate strategy and research at Cohen & Steers and former Morgan Stanley expert, dives deep into the resilience of the commercial real estate market. He discusses how despite increasing defaults, the anticipated doomsday scenario hasn’t materialized. Hill elaborates on the 'prisoner's dilemma' where lenders and borrowers are working together to extend loans. He also analyzes the challenges of declining office valuations and the potential for a durable recovery amidst high vacancy rates and changing investor behaviors.

Rich Hill, head of real estate strategy & research at Cohen & Steers, dives into the $20 trillion commercial real estate market. He discusses how higher interest rates and a slow return to pre-Covid office occupancy are causing significant stress. The conversation highlights various asset classes, illustrating stark differences in performance between urban centers and Sunbelt states. Rich explores the challenges of refinancing amidst economic pressures and the complexities of property valuations in this shifting landscape.

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