Commercial Investment Real Estate November/December 2018 | Page 37
When a correction in the market will come is uncertain. When
it does occur, it will look different than the last one. It will not be
a highly levered capital markets across-the-board implosion like
last time. Some major private equity funds are out raising capital,
some of the largest amounts that they have ever raised — perhaps
either to buy, to bet on further improvement, or in anticipation of
distress. The capital will be available, along with the technology
to analyze deals quickly, and the experience and wisdom gained
from the last implosion.
Constantine Korologos, CRE, MAI, MRICS, is an independent
real estate advisor and an adjunct professor with New York Univer-
sity’s Schack Real Estate Institute. Contact him at tinokorologos@
gmail.com.
Where Is the Supply and Demand?
by William G. Leffew, CCIM
Supply and demand for real estate capital follows two
basic avenues. First, who is borrowing and what are their
goals for a real estate asset? Second, who is lending and
what are their observations and perceptions of both the
market and a specific asset?
According to the June 2018 Federal Reserve Release
of Mortgage Debt Outstanding, commercial banks
account for $2.16 trillion of the $4.1 trillion of multifamily
and commercial mortgages outstanding in the U.S. The
remaining half is split between government-sponsored
enterprises ($703 billion), commercial mortgage-backed
securities ($375 billion), life companies ($394 billion), and
other lenders ($474 billion).
Borrowers with short-term goals desiring prepayment
flexibility typically want to stay on the short end of the
yield curve. Unfortunately, with Federal Open Market
Committee increases to Fed funds, prime and Libor have
soared to levels not seen since April 2008 and November
of 2008, respectively. In other words, it’s expensive to stay
short term. Borrowers with long-term goals, however, have
benefited from a rather stable U.S. Treasury and reduction
in loan spreads from the GSEs, life companies, and CMBS
lenders. Furthermore, the desire for loan yield and liability
matching (whole life and long-term care policy issuance)
produced the need for longer loan durations among life
company lenders. The result is non-recourse 10-year loan
terms still in the mid-4 percent range compared to short-
term, recourse bank debt in the 5 percent range.
Despite the rollback of some Dodd-Frank provisions,
commercial banks remain stingy, with construction dollars
preferring to stay at the 75 percent or less loan-to-cost level
across most property types. Performance of construction
loans and their underlying collateral in terms of lease-up at
pro forma rents continues to be a focus of commercial bank
lenders. Solid projects achieving pro forma levels are quick
candidates for sale or the permanent market. Retaining
these assets on the bank’s balance sheet requires lenders
CCIM.COM
to deviate from their short-term, recourse nature in favor
of traditionally permanent market deal terms. The result
often can yield loan exposure issues not just in terms of
commercial real estate, but also specific property types,
tenant exposures, and borrower concentration.
What’s in Demand?
Favored property types continue to be multifamily (market
rate and affordable), industrial, and grocery-anchored
retail. Box-style retail, unanchored retail, suburban office,
and hospitality are challenging asset types unless financed
at a lower leverage level or with some personal recourse.
From a demographic and debt perspective, affordable
multifamily projects are in demand. New class A
multifamily construction at higher rent levels may be the
only option to offset higher construction costs. However,
it’s important to note the rate discounts offered by Fannie
Mae and Freddie Mac on affordable (defined as those
with rents at 60 percent of area median income or lower)
multifamily projects. GSEs don’t have to count these
financings against their annual production allocation from
their regulator, the Federal Housing Finance Agency. These
projects fulfill their affordable-housing mission and also are
defined as uncapped business, resulting in the prevalence
of interest spread discounts of 10 to 25 basis points.
On the institutional side, trophy-quality assets in top
25 momentum markets continue to be the focus. Many
of these assets are at lower leverage levels and garner
superior pricing and structure focused on cash flow
yield to investors. At lower leverage points (less than 50
percent loan-to-value), buyers are employing interest-only
structures designed to boost yield as an offset to paying
aggressive cap rates at acquisition.
William G. Leffew, CCIM, is senior vice president at
Bellwether Enterprise Real Estate Capital in Louisville, Ky.
Contact him at [email protected].
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