new construction

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 30, 2026 by Lauren Hochfelder · across every show →

Everything said about new construction, oldest first

Jul 30, 2026 bullish
Prediction Not checkable as stated
Hochfelder: Real estate rents and values have room to run
“That new construction falling way off, on top of it, construction costs still being so elevated, means we think this cycle, there'll be more room for rents to run and values to grow before that inevitable supply side response kicks in.”
Lauren Hochfelder Jul 30, 2026 ▶ 32:10 Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
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