What Will A Stock Market Corrections Look Like For CRE? - E1134 - CFC

If the stock market takes a dive… what really happens to commercial real estate?

That’s exactly what I asked Jeremy Roll — one of the most respected passive investors in the country — in this new episode.

We dug into what he's seeing right now in the data, and why he thinks the next 6–9 months could be the tipping point…

Inside, you’ll hear:

• Why retail services are flashing Great Recession-style warnings
• How a softening job market is triggering consumer fear
• The one chart that has Jeremy certain we’re headed for a downturn
• What that means for multifamily pricing and LP capital
• And the 3 “domino effects” that crush real estate valuations

Plus, we debate whether timing the market is a real strategy… and when Jeremy might finally get off the sidelines.

This is one of the most important macro episodes we’ve done all year.

Take Control, Hunter Thompson

Resources mentioned in the episode:

1. Jeremy Roll

Email

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Learn more here: https://raisingcapital.com/cre