Globest Sectors

Failure to use all caps in contract does not mean failure to disclose.

"But when you look at the long-term value trends the levered yield on CRE is hard to beat."

Meanwhile, 37% of 137 markets studied experience softening.

Inflation plays a role but so could the migration of these households to suburban markets.

Net absorption in red for first time in 10 years at minus 2.3M SF.

Meanwhile, completions represent a peak with 107,000 finished in Q2.

Keeping the properties would have meant a $255 million paydown.

If many people can't afford to live in Sunbelt and Western states, the long-term impact could be significant.