Durable Value Ep. 94 | Using Lessons from the GFC to Navigate Today's Market

In this episode of Durable Value, Joe and Ryan break down the parallels between the 2008 Global Financial Crisis and today's commercial real estate environment and, more importantly, what actionable steps investors should be taking right now.

Timestamps:

0:00 — Intro: GFC vs. Today's Market Overview
2:06 — It's a Financing Problem, Not a Real Estate Problem
3:30 — Cap Rate Expansion: Then vs. Now
5:13 — Where We Are in the Distress Cycle (Early Innings)
8:19 — The Winning Playbook: Liquidity, All-Cash Deals & Staying Power
10:36 — Why Secondary Markets Are More Insulated
13:03 — Key Lessons: Buy Well, Use Conservative Leverage, Grow NOI Fast