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Tag: regulation
3 items with this tag.
Apr 13, 2026
CRE cap rate boom-bust cycles are driven primarily by risk premia shifts, not by expected rent growth changes
commercial-real-estate
risk-premia
cap-rates
regulation
boom-bust
Apr 13, 2026
The Other (Commercial) Real Estate Boom and Bust: The Effects of Risk Premia and Regulatory Capital Arbitrage
commercial-real-estate
risk-premia
regulation
cap-rates
CMBS
error-correction
boom-bust
Apr 13, 2026
john-duca
real-estate
macro-finance
banking
regulation
CMBS