Everyone is worried about CRE debt, but there is less consensus about how much to worry. In this episode, we talk with Greg Freedman, co-founder and CEO of BH3 Management. BH3's business model was born out of the mass of distressed commercial real estate paper in 2009. Greg shares with us his perspective on the past 15 years of the market, how today compares to the last crisis, and what indicators and events will shape the coming months and years.

Highlights from our conversation:

-Starting during the great financial crisis

-Marrying distressed debt and real estate development

-BH3 investment thesis and supporting market trends

-The cyclical nature of CRE lending

-2009 vs. 2024

-Asset prices and what will most impact the future

For more about Greg and BH3, visit: https://bh-3.com