Latest / Between Two Chairs - Demystifying Commercial Real Estate
CRE's Scariest Stories of 2026
Scary headlines can freeze investors—or reveal where the next opportunities are forming. In this Halloween-themed episode of Between Two Chairs, Avanti Way Commercial leaders Fernando Arencibia and Jennifer Wollmann cut through the noise surrounding the most unsettling commercial real estate stories (so far!) of 2026. They examine what Treasury yields above 5% mean for cap rates, financing, valuations, and the widening bid-ask gap, then unpack the approaching wave of maturing loans—especially in multifamily—and why even borrowers with strong payment histories may face difficult refinancing…
The skinny
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