
Tuesday May 13, 2025
Market Uncertainty and Investment Opportunities: Insights from Jim Costello
Join Peachtree Group as we speak with Jim Costello of MSCI Real Assets about the seismic shifts in commercial real estate strategy. From the end of cap rate compression tailwinds to the rise of private credit opportunities, discover why operational excellence and local market knowledge are now the keys to investment success in our new economic reality.
Topics Covered:
- Changing interest rate environment and its impact on commercial real estate
- The rise of private credit and identifying "debt tourists" versus experienced lenders
- Market selection strategies focused on knowledge-economy foundations
- The end of the "financial engineering" era in real estate investing
- Opportunities in distressed assets and special situations
- Future outlook for 10-year Treasury rates and their impact on property values
Check us out online to hear past episodes → www.peachtreegroup.com/podcast
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