CFA Society Dallas/Fort Worth ’s Post

In his latest article with Dallas Business Journal, Shawn Givens, Vice Chairman of the Givens Debt & Structured Finance Team, shares key insights on the commercial real estate market’s resilience and opportunities. Despite mixed signals in Q3, strong fundamentals, investor optimism, and strategic growth potential are paving the way for market recovery, especially in Dallas-Fort Worth. With rising investment volumes and easing borrowing costs, the market is poised for a strong close to 2024. Now is the time to capitalize on emerging opportunities, especially as distressed assets and competitive pricing offer attractive entry points for investors. 🔗Read the article here: https://ow.ly/JjRL50TEujj #ColliersDallas #CommercialRealEstateInsights #InvestmentOpportunities #DebtandFinance

In his latest article with Dallas Business Journal, Shawn Givens, Vice Chairman of the Givens Debt & Structured Finance Team, shares key insights on the commercial real estate market’s resilience and opportunities. Despite mixed signals in Q3, strong fundamentals, investor optimism, and strategic growth potential are paving the way for market recovery, especially in Dallas-Fort Worth. With rising investment volumes and easing borrowing costs, the market is poised for a strong close to 2024. Now is the time to capitalize on emerging opportunities, especially as distressed assets and competitive pricing offer attractive entry points for investors. 🔗Read the article here: https://lnkd.in/gYG55YVD #ColliersDallas #CommercialRealEstateInsights #InvestmentOpportunities #Q4Outlook #DebtandFinance

Over 25% of St James's Place funds fail to deliver value as 80% red-flagged for performance. Of the 45 funds - six of which are not available to UK investors - listed in its latest Assessment of Value report, 13 were deemed to have not delivered value for their investors over the past five years. Kavit Tolia, CFA. Paul Niven. Check out Linus Uhlig's latest article 👇 https://incm.pub/4ejwI9D #investing #assetmanagement #wealthmanagement #finance

Last Call and Now Open to All Members! Don’t miss this opportunity to gain insights into the critical issues shaping the industry’s future. Register today: https://lnkd.in/ebRxiBZC Join us for an engaging and timely event with Clifton E. (Chip) Rodgers, Jr., Senior Vice President of The Real Estate Roundtable, as we delve into the pressing challenges facing the commercial real estate sector. With interest rates at unprecedented levels, tightening credit capacity, and uncertainty in the office market, the industry is navigating a $2.8 trillion wave of maturing debt over the next four years. The upcoming November elections will play a pivotal role in determining the future of real estate credit and capital market policies, tax policies, and risk management strategies.

"HKS Principal, Peter Carillo, discusses how capital markets are shaping NYC in a recent interview with Commercial Property Executive. Read the full article at the link below:

Learn about the 1031 Exchange and the value it can offer families with appreciated real estate assets. More in AccessAres’ latest Private Market Insights newsletter. 

Did you know that Bank of Sun Prairie has a full Wealth and Trust Department? Our team of skilled advisors and lawyers are available to assist you with investments, estate and financial planning, trust services, and more. Ever hear of a RIT? Our Wealth and Trust Department got together to discuss the world of finance and the topic of RITs came up. For more information regarding investments, estate and financial planning, and trust services, visit https://lnkd.in/gDcMmPyf. #bankofsunprairie #estateplanning #trustplanning #financialinvestment #rit #realestateinvestmenttrust

What are other key developments driving the commercial real estate industry this month? Download the November issue of THE RECAP to find out: https://lnkd.in/gYygNA5R Treasury yields moved higher as investors digested the election of President Trump. Returns rose for overall CRE and all the main property types in the third quarter. #Multifamily transactions reached a one-year high while other sectors swooned. Rising #insurance costs are a growing concern for #CRE, with California, Florida and New York hardest-hit. “Extend-and-pretend” has led to an ever-expanding #maturitywall, similar to trends seen in the Global Financial Crisis. #commercialrealestate #crelending #creinvesting #cresectors #situsAMC Jennifer Rasmussen, Ph.D.

Great insights from our Financial Advisor Solutions Team on how to think about the transition of real estate properties to the next generation💡

⏰ Don’t miss out—register today before rates increase on Friday! Join us for “Red, White, and Blues?: CRE Challenges in D.C. & Beyond” at CREFC’s D.C. Symposium on November 13th. Our expert panel will answer the commercial real estate finance sector's most pressing questions, including: 🔹 With a new administration and a declining interest rate environment, what is the forecast for the commercial real estate finance industry and the underlying capital markets? 🔹 Are the various challenges in the D.C. office market creating opportunities for investors? 🔹 With no abatement in the volume of distressed CRE assets, are new, opportunistic investors changing the fate of these assets, and will it be enough to stem material losses? 🔹 Are LIHTC expansion and other government subsidies the only answer for building affordable housing? 🔹 How have the CRE markets performed across regions, and what is the outlook for 2025? This session will feature Moderator Leah Nivison (BMO Capital Markets) and panelists Paul Dougherty (PRP LLC), Stav Gaon (Academy Securities), Alex Killick (CWCapital), and David Leopold (Berkadia). 📅 Learn more and register here: https://lnkd.in/dG8MVjXa #CREFC #CREFCDCSymposium #CRE #CREFinance