Instead of either-or, the new world of retail might be both-and.

National statistics are fine, but your strategy depends on local conditions.

Three major commercial real estate players have three different views of the current market.

"I view CRE risks currently as sizable but manageable."

Small markets can sometimes be good, but they require a lot of smart work and luck.

This could change how CRE debt disputes get settled.

There's been questions for a while by some at the Fed whether cutting rates would be wise.

Generative artificial intelligence can be useful, but getting automatic protections against what can go wrong may not be possible.