Geopolitical crises do not hit real estate where bombs fall, but where capital is repriced. Why a prolonged Iran conflict could put far more pressure on Germany than on the United States.
Continue readingFixed vs. Floating: The Hidden Trap in Multifamily Finance
The classic “fixed vs. floating” debate misses the point. Discover why floating debt has become a structural trap for stabilized multifamily assets, and why resilience now beats rate forecasting.
Continue readingCPI Rent Data vs. Multifamily Reality: Why Official Inflation Figures Mislead Institutional Investors
Official CPI data shows 3.3% rent growth – institutional multifamily owners are seeing a very different reality. How the divergence between housing cost inflation and operational market performance distorts valuations, interest rate policy, and financing models.
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