Can The U.S Handle High Interest Rates Past 2024? | Ben Miller

Forward Guidance

This week Ben Miller Fundrise Co-Founder and CEO joins the show. We begin by discussing the U.S public debt problem as debt to GDP remains elevated over 100%. For the second half of the conversation, we deep dive into the current state of the U.S real estate market focusing primarily on CRE. Enjoy!

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Timestamps:

(00:00) Introduction

(00:47) The U.S Debt Problem

(08:25) Private vs Public Debt

(15:02) VanEck Ad

(16:05) Can The U.S Handle Higher Interest Rates Past 2024?

(31:22) Commercial Real Estate & The Debt Duration Reset

(35:26) The Commercial Real Estate Time Bomb

(47:02) State Of The Housing Market

(49:24) Prices Are Not At Distressed Levels... Yet

(56:03) The Bull Case For CRE

(01:05:59) The Real Estate Sector Is Praying For A Recession

(01:07:28) Lending & Private Credit

(01:12:16) What Happens If Rates Stay Higher For Longer?

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.