Our Co-Founder Tyler Chesser, CCIM recently gave analysis to Andrew Coen of the Commercial Observer on what the industry is watching for going into this week’s first fed meeting with new chair Kevin Warsh.
"We’ve built our strategy around the assumption that meaningful rate relief is not coming in 2026. That means underwriting conservatively on debt assumptions and prioritizing deals where in-place cash flow can carry the asset at current financing costs without depending on a refinancing tailwind that may not materialize."

Our Co-Founder Tyler Chesser, CCIM recently gave analysis to Andrew Coen of the Commercial Observer on what the industry is watching for going into this week’s first fed meeting with new chair Kevin Warsh.
"We’ve built our strategy around the assumption that meaningful rate relief is not coming in 2026. That means underwriting conservatively on debt assumptions and prioritizing deals where in-place cash flow can carry the asset at current financing costs without depending on a refinancing tailwind that may not materialize."

