CRE Analyst Apr 22, 2025 8:00:00 AM

Review of CRE Analyst's Predictions Since 2022

20/20 hindsight: Why these posts got 100K+ engagements...

We started posting about real estate trends, trades, and moves every day 2-3 years ago. A few examples starting in 2022...

• No more easy money
• Don’t count on distressed sale opportunities
• Dry powder won’t save the day
• Core capital drives pricing and it’s sidelined
• Office-to-multifamily conversions are overhyped
• Waterfalls are widely misunderstood
• Interest rates are higher than cap rates
• Don’t bet on another banking crisis
• Extensions are complicated
• "Negative leverage" isn’t what you think
• REIT values shed light on bid-ask gaps
• Nearly all buyers are sidelined
• Everyone wants to be a lender (in theory)
• The “maturity wall” is a myth
• REITs are positioned to lead the recovery
• Cap rates are bullsh*t
• Apartments are finally back to fair pricing

[The most recent of these posts is about a year old.]

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