Street Talk
Street Talk
Nathan Stovall | S&P Global Market Intelligence
Ep. 126 - Hunting the bears, making the bull case for CRE
26 minutes Posted May 10, 2024 at 8:47 pm.
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Show notes

The investment community has expressed great concern over commercial real estate and questioned whether a severe downturn could lie on the horizon, but Rich Hill, head of real estate strategy and research at Cohen & Steers, is not in the camp.

In the episode, Hill discussed the misconceptions about commercial real estate, the considerable differences in risk across various subcategories and how publicly traded REITs serve as a leading indicator to the private markets. The veteran of the real estate space further argued that the current cycle is very different than the global financial crisis and could represent the greatest opportunity to invest new capital in a generation.