Deconstructing Commercial Real Estate

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All the Credit

Deconstructing Commercial Real Estate

With Tom Porcelli, David Jiang & Jason Pan, CFA, FSA — Mar 19, 2024

18 mins listen

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ALL THE CREDIT | EPISODE 50

With significant repricing across all commercial real estate (CRE) sectors, normalizing rent growth, and rising expenses, it's time to revisit and reassess the CRE space. Get our thoughts on the CRE market today, implications for the banking sector, and risk factors we're monitoring.

This episode features PGIM Fixed Income's David Jiang, U.S. Investment Grade Credit Research Analyst, Jason Pan, CFA, FSA, Securitized Products Credit Research Analyst, and host, Tom Porcelli, Chief U.S. Economist.

Recorded on March 12, 2024.

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