Interest Rates, HELOCs, & 401ks
Today I had some fun recording portfolio rescue with Ben and Duncan. They always do a great job (I pop in around the 17-minute mark). We...
WFH vs RTO
Do you want to continue working from home? Is it past time to return to the office? How much collaboration can you do remotely?...
For Lower Inflation, Stop Raising Rates
Last week, I discussed the December CPI print; it showed further evidence that inflation is coming down substantially. But...
Transcript: Kathleen McCarthy
The transcript from this week’s, MiB: Kathleen McCarthy, Global co-head of Blackstone Real Estate, is below....
Your Co-Investors in BREIT
In this week’s podcast, I chatted with Kathleen McCarthy, Global co-head of Blackstone Real Estate.1 We recorded this on...
MiB: Kathleen McCarthy, Global co-head of Blackstone Real Estate
This week, we speak with Kathleen McCarthy, the global co-head of Blackstone Real Estate. The largest owner of commercial real...
When Your Only Tool is a Hammer…
Today and tomorrow the Federal Reserve will hold its 7th Federal Open Market Committee meeting of the year. It is given that we...
Global Real Estate Bubble Index
Which cities have the greatest housing bubble risk? That is the basis of this very interesting graphic from UBS The full...
Collapse in Prospective Home Buyer Traffic
At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. The team & I put...
Transcript: Michael Levy
Transcript: Michael Levy The transcript from this week’s, MiB: Michael Levy, CEO of Crow Holdings on Commercial Real Estate, is...