The Fed may be gearing up for four interest rate cuts in 2025—but what does that mean for commercial real estate? In this week’s Drunk Real Estate, the guys break down the latest interest rate outlook, explore how rate cuts have historically affected CRE, and debate whether lower rates will actually solve the sector’s biggest problems.

We’ll cover:

• Why 4 cuts this year could shake investor confidence

• How rate cuts impact property values, financing, and cap rates

• The risks of moving too quickly with monetary policy

• Practical takeaways for commercial real estate investors in 2025

Whether you’re an active CRE investor, a passive LP, or just watching the market, this episode will give you the insights you need to navigate what could be a historic shift in real estate.

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