Investment Matters: Midsummer Market Snapshot

With all the moving parts in the market today, I figured that midyear is a good time to take stock of what’s really shaping commercial real estate finance and investment. This month’s guest constantly keeps her ear to the ground for the most important trends. 

Therese Fitzgerald is the longtime finance and investment editor here at CPE. She brings her expertise to her role as the editor of the CPE Capital Markets newsletter, and she advises our team on covering this dynamic sector. During this episode, she discusses the economic, policy and capital markets issues that will shape investment during the second half of the year and beyond.

And as I do with the industry executives who join me as guests on this podcast, I asked Therese to tell us about her career origin story, highlights and turning points. She shares insights into how commercial real estate and business journalism have changed in the past couple of decades and what to look for in the future. Take a listen.

Episode highlights:

• (1:20) Unconventional journey in journalism
• (4:03) Coming full circle
• (5:44) The new dimensions of reporting on CRE
• (6:26) Adjusting to new market realities
• (8:09) The bifurcation factor
• (9:29) Refi’s “sliding glass door”
• (11:04) Key policy trends to watch
• (12:52) Investment strategy and energy issues: connecting the dots
• (13:44) Covering the investment and finance waterfront
• (16:15) The ins and outs of today’s M&As
• (18:42) CRE finance’s changing picture
• (20:33) Don’t underestimate this trend
• (21:50) Off the clock: hitting the books and theaters

For more great investment and finance content, subscribe to the CPE Capital Markets Newsletter, which is curated twice each month by my guest and colleague, CPE executive editor Therese Fitzgerald. To subscribe, just go to: https://www.commercialsearch.com/news/subscriptions/

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