Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Commercial Real Estate Is the Stagflation Canary
In this episode, Lucas and Luna examine how stagflation is hitting commercial real estate. With the ten-year Treasury yield elevated, cap rates are climbing and property values are falling. The hosts drill into specific sectors — office, retail, and industrial — and explain why the downturn isn't uniform. Lucas walks through the math: when the risk-free rate is around 4.5 percent, a building generating a five percent return suddenly looks thin. They also discuss why industrial and data-center properties are holding up better, and what the CRE credit crunch means for regional banks. Data…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.