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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 118. Risk & Reward of Debt vs. Equity with Pasquale Cardone II, PC2 Capital
Description: In this week’s episode, Pasquale Cardone II, founder of PC2 Capital joins the team to discuss the risk and reward of debt vs. equity in the commercial real estate space... given what we have seen with market, business cycle, and asset type risk. We dive into REIT equity vs. CMBS credit, predictions for interest rates and property types, contrarian market views, and property sector divergence.
Episode Notes:
Market predictions (0:52)
Volatility: Public equity REITs vs. CMBS debt (4:00)
Bullishness on spreads (8:06)
Private equity’s impact (12:53)
How rising rates play into REIT performance (14:25)
Office sector divergence (17:30)
What’s next for the b & c offi...