US Capital Trends, Q1 2023

Debt and distress are the two watchwords for U.S. commercial real estate as investors face a confluence of challenges, both carried over from 2022 and newly erupted in 2023. Deal activity and pricing have taken a hit and comparisons to previous painful downturns abound. Is it too early to call the current situation a crisis?  

In this virtual event, Jim Costello, Chief Economist at MSCI Real Assets, did an in-depth review of current and emerging trends in the debt market, and pricing and activity in 2023. 

Agenda topics:

• The coming wave of maturing debt
• The impact of stricter lending terms 
• Distress in the pipeline and who’s keen to buy
• How pricing has responded to the dealmaking downturn