AI Hangover and the Great De-Risking: When chips wobble, cap rates listen.
AI hangover, volatility spike, and a trillion dollars of CRE debt staring down maturity – welcome to the great de-risking. Today we unpack the four-day stock selloff, a jump in the VIX, Bitcoin slipping under 90K, and what global capital is really doing behind the headlines. We connect labor-market cooling, builder sentiment, industrial and multifamily deals, and the looming refi wall – then give you a concrete “De-Risking Memo” sales play you can run with clients today.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
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The skinny
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