This week Ben Miller Fundrise Co-Founder and CEO joins the show. We begin by discussing the U.S public debt problem as debt to GDP remains elevated over 100%. For the second half of the conversation, we deep dive into the current state of the U.S real estate market focusing primarily on CRE. Enjoy!
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00:00 Introduction
00:47 The U.S Debt Problem
08:25 Private vs Public Debt
15:02 VanEck Ad
16:05 Can The U.S Handle Higher Interest Rates Past 2024?
31:22 Commercial Real Estate & The Debt Duration Reset
35:26 The Commercial Real Estate Time Bomb
47:02 State Of The Housing Market
49:24 Prices Are Not At Distressed Levels... Yet
56:03 The Bull Case For CRE
01:05:59 The Real Estate Sector Is Praying For A Recession
01:07:28 Lending & Private Credit
01:12:16 What Happens If Rates Stay Higher For Longer?
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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