I keep hearing the 10 year is going to 5+. Very believable once the CPI report is released.
Thoughts on impact? As of now, we are slammed (capital markets brokerage side in T1 market). All my buddies on the buy side are slammed. I’m a little nervous about near future.
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Slammed as in getting reamed by deals blowing up, or are you actually seeing a path to close?
I'm working on three "discretionary" refinances in that they don't mature until early next year. All are still cash-out at this point, but closing NOW feels shaky at best.
I pray the 10 doesn't go above 5 lmao.
We haven’t had any blow up…yet. Busy as in marketing or deals in DD.
Not great Bob!
I worry it’s just going to put the market into a deeper freeze :(
I predict a deal will be made with Iran and the 10 year will not breach 5.0% in 2026.
You jinxed us. 1.9 bps away. It's a done deal now.
Bump for my prescience
Ready to take down all the 5 caps at 7 cost of debt
Survive until 2035?
No more survive, we all dead.
I miss heaven in 2027. Maybe we can roll with wait until 2028?
it'll be fine after '29
New flash - no deals work with treasuries at a 5. No level of operational execution can overcome these levels right now and sellers don’t exist to provide pricing that works right now.
Wrong again Doomer. My model says 5% rent growth and a 4.5% exit makes IRR go boom.
What do you mean? I will exit at a 4.75% cap in 2031 when the 10 year is 6.5% because thats what i bought it for now
party like it's 2007
It’s over boys. Good run. Can’t pivot to PE either.
Maybe an infrastructure fund will take me
You’ll need corporate finance knowledge for true infra PE - asset/RE level isn’t enough
Art of the deal!
Man fuck trump and his Epstein alliance getting us into this war. Our stock market would be through the roof if this shit didn’t go down. Fuckkkkkk Trump and all of his retarded zombie inbred followers
Thankfully staying busy on some 1031 exchanges. Treasury bond pricing for trophy deals still beats paying the tax man.
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