On this episode of Market Minutes, Chaim sits down with Harley Gold, President & CEO of Peakhill Capital, to unpack what he is seeing in the U.S. credit market as investors re-enter the market.
Why has credit become so much more attractive over the past year? What’s driving the resurgence of CMBS lending? How are interest rates, geopolitical uncertainty, and regional bank pullback reshaping deal flow?
Tune in to this episode to find out!
What’s on the Agenda?
00:00 – Introduction
00:14 – Peakhill’s Expansion Into the U.S. Market
00:27 – Why Credit Has Become More Attractive
01:22 – The Regional Bank Pullback
02:06 – Why Now Is a Good Entry Point for Lenders
02:49 – The Comeback of CMBS Financing
04:26 – What’s Driving Investor and Borrower Demand for CMBS
05:11 – Barriers to Entry in the CMBS Space
05:51 – Macro Headwinds Shaping the Market
07:37 – Momentum Across Asset Classes
08:15 – Comparing U.S. and Canadian Capital Markets
09:33 – Market Minute | Rapid Fire Round
10:51 – Outro
Missed the last episode? Check out the previous Market Minutes episode!
The GTA’s Buying Window | Market Minutes: Episode 10
Chaim unpacks the first quarter of commercial real estate activity in the GTA with Cory Capland, President of Peakhill Opportunity REIT.
