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MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk

Macro Voices

NOTE

Implications of Rising Interest Rates for Commercial Real Estate

Rising interest rates could pose risks for commercial real estate companies if they start accumulating properties they cannot maintain, leading to the need for selling properties in a market with few buyers. However, the speaker believes that the current market situation is likely an overreaction to recent events, with rates typically bouncing back after a bond rally. The market does not predict future rate cuts but assesses probabilities based on the economic situation.

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