This podcast episode delves into the evolving landscape of the real estate market amid shifting interest rates, highlighting the intricate challenges and opportunities that arise, particularly within the office and multifamily housing sectors. The panelists, Lotfi Karoui and Jeff Fine, discuss the impact of falling rates and the maturity wall faced by older office buildings while recognizing the resilience of the multifamily sector. They emphasize the importance of understanding regional disparities in performance, the implications of the lock-in effect among homeowners, and the persistent challenges of housing affordability. Ultimately, the episode underscores the need for strategic policy solutions that foster a balance between affordability and investment in a rapidly changing market.
