MLIV Pulse: What is your outlook for the US office market?

The video discusses the future of the office market, highlighting expected improvements over the next year. It addresses upcoming financial maturities and potential difficulties but notes stability in commercial real estate, with no immediate wave of defaults. The impact of higher interest rates on real estate is considered, emphasizing the need for repricing. Finally, it highlights disparities within the office and commercial real estate sectors, identifying potential 'haves and have nots'.

What is expected to happen to the narrative on office spaces in the next 12 months?

What challenges are anticipated in the commercial real estate sector?

What does the term 'tsunami of defaults' refer to in the context of commercial real estate?

How does the current state of commercial real estate relate to interest rates?

What does the phrase 'haves and have nots' imply about the office sector?