2020.07.01 关于讲座的分享

upwind66

Administrator
管理成员
作者:三马3ma

今早听了一个采访Walker Dunlop NY 老大的讲座,重点如下:

  1. liquidity to multifam and industrial especially new builts are still plentyful,with agency loans and insurance companies
  2. office underwriting is very challenging due to many uncertain factors
  3. retails and hotels very tough liquidity environment,No agency nor insurance capitals available,some CMBS and commercial banks loans,high Cap rate expected,low LTV and higher rate
  4. Expect Cap rate compression to continue for multifam in good locations,which without any extreme rent control policy,maybe to avg 3-4% Cap in future due to low cost of capital now.
  5. New purchase need to make sure rent roll is accurate and verified,any problem in rent collection?
  6. Dont suggest to go hunt for Really distressed property,they are bad for a reason. Buy good location and decent property,dont over leveraged 杠杆不要用过头
  7. Interest rate will go negative if Trump reelected,if Biden is President,rate will stay positive.
 
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