Talk Your Book: How Higher Rates Are Re-shaping Commercial Real Estate

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Today's Talk Your Book is brought to you by Benefit Street Partners, a Franklin Templeton Company:

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On today’s show, we discuss:

  • How real estate credit could offers more cushion than equity today

  • How rising rates could cause a wave of refinancing and capitulation ahead

  • The bifurcation emerging between prime assets and older, riskier properties

  • How industrial and infrastructure are pulling capital away from other sectors

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