Commercial Real Estate Update: Property Is DOWN 30%, Equity Is GONE

In this episode, Nik is joined by Peak Vortex Capital co-founder Shash Aryal to discuss the commercial real estate market. As a distressed CRE investor, Shash brings an on-the-ground knowledge of the latest economics in office buildings, multifamily residential, and data centers and presents an informative chart pack with the most important CRE numbers. He explains why equity for many projects has been wiped out, details the apartment bubble in the Sunbelt, cites AI compute and data center projects to explain why "power is gold," and breaks down why modest rate cuts do nothing to help property holders and builders.
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[@BatmanBoss]

Thanks guys!

[@tomminterbobby]

thanks good honest analysis

[@Shinehead3]

Great Vid Brother 👍 Appreciate the Content 😊

[@BatmanBoss]

Bitcoin 🧡

[@todmann67]

I work in CRE and i don't care about valuations anymore, I just want to run a profitable operation and buy bitcoin.

[@patoripraha]

🧡🤝

[@brettonwoodsvsbtc1217]

A lecture from a close to the money printer ex banker. Not for normal people who are trying to stack a few sats…let me guess his investors are connected to JPM, who are against BTC and may be a criminal organization according to OG max Kaiser.

[@Bennett_Samuel]

Exploring the shifting landscape of commercial real estate amidst a challenging market. What strategies do you think will help investors navigate these turbulent times?