California Economic Overview, Housing Valuation & Multifamily Performance With & Without Rate Cuts

• How are future interest rates backed into valuation? 

• Where are we in the cycle? 

• Is money still flowing into California? Urban centers? What is the impact on asset performance? 

• Is multifamily the best of the worst? 

• Valuing public vs. private real estate: What kind of an indicator is that? 

• Where are appraisals? Demand drivers?   

• Are some markets more vulnerable to rates than others? 

• Interest rates seem like they are going to be higher for longer… What will that mean? 

• Tenant income to rent ratios - Where are they going and is there room to raise rent? 

• Where will cap rates be at this conference next year?