South Florida Market [Miami FLL Tampa etc]

What's your view on South Florida CRE market?

One of the largest MSAs is Miami. Thus, let's take Miami as an example: multifamily rents doubled or even tripled in the past 2 years or so. Multifamily development pipeline has 21,000 new units coming-in in 2023/24 (see Berkadia dev pipeline pdf attached). South beach non flagged hotels trade at 5% cap rates or stronger with net cash barely breaking even. Office rents seen 20%++ growth as well, with similar in retail. 

Is it South FL bubble with a bust, soft landing or more growth?

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