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Animal Spirits Podcast · 2026-10-05 · 26 min · 5,336 words

Talk Your Book: How Higher Rates Are Re-Shaping Commercial Real Estate

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Today's Animal Spirits Talk Your Book is brought to you by Benefit Street Partners, a Franklin Templeton company. Go to FTPMarkets dot com to learn more. Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching. All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Red Host Wealth Management. This podcast is for informational purposes only and should not be relied upon for any investment decisions. Clients of Britholt's Wealth Management may maintain positions in the securities discussed in this podcast.

Welcome to Animal Spirits with Michael and Ben. Michael, one of the most fun things about changing times is that people love to predict what's gonna happen. And most of the time people are wrong. But think about coming out of the pandemic, there was a ton of this is how the world is going to change. Remember there was like no one's ever gonna give handshakes anymore. People are gonna wear more masks on planes, college is done, all of these predictions. Travel is dead. Business travel is dead. Business travel is booming. Yeah, there's all these things that people predicted. And one of them was all right, that's it.

uh commercial real estate is just Dead. Deader than dead. No one's ever gonna go to an office again. Well, it is pretty dead. I think you could say It's mostly dead. More of a

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