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As I discussed earlier this week, delinquencies are oftentimes confused with occupancy.. two vastly different things and they are on the rise in some areas
Sam Zell on syndications (back in 1986!)
A lot of capital has been raised in the past few years… if you have any additional information on this dataset, please reach out (aleksey@hey.com)
Many people ask me where I see distress and the answer is *usually* sunbelt multifamily … but the population of LPs is very sunbelt and multifamily heavy, so that’s not much of a surprise
An interesting read (regardless of whether you’re a GP or LP)
All experience helps, but you should always understand how much
Seems like most people agree…
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