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"Most loans will be able to absorb higher interest costs; many will not."
The South and parts of the Midwest are less vulnerable compared to parts of New Jersey and Illinois, which are most at-risk.
Florida and Atlanta spotlight how new supply pushes down rent growth.
Out-of-this-world pricing on Billionaire's Row now is just sky high.
Proceeds keep growing for a slow-motion retirement that started in 2019.
There will be opportunities for deal-making and networking.
When businesses can't make it, there's going to be a blow to the economy.
If the sector can get past distress, it could open to a dynamic period of reinvention.
Both vacancy rates and rent growth are moving higher for industrial, logistics sectors.
Residents can and are willing to pay only so much.