THIS WEEK ...
Tariffs. Venezuela. A Fed under political pressure. The noise is loud, but the real impact is somewhere else: inside investment committees and credit rooms quietly resetting how risk gets approved.
This episode goes where the decisions actually happen. Underwriting is tighter. Holds are longer. Structure is doing the work. Office, multifamily and data centers are active, but conviction is selective — and plenty of deals still stall.
We’ll break down how today’s shocks are being absorbed in real time: what clears IC, what doesn’t and how a market without panic is still being fundamentally repriced.
--
First Draft Live returns for Season 2, bringing with it a continued commitment to compelling conversations with commercial real estate's leading voices. Inspired by our daily newsletter, The First Draft, Bisnow's Editor in Chief Mark Bonner takes viewers behind the scenes on what's shaping everything from capital trends and policy changes to sector-specific activity, in discussion with the people making it happen.
We’ve hosted some of the industry’s top voices — and there’s more to come. Bring your questions, join the conversation, or catch the replay within 24 hours if you can’t attend live. Past episodes can be found here.
Interested in speaking? Contact Director of Global Production Elizabeth Baker at liz.baker@bisnow.com.
| Time | Activity |
|---|---|
|
12:30 PM 1:00 PM |
First Draft Live: What Your Investment Committee Wishes You Knew
Featuring BGO Managing Director and Head of US Debt Abbe Franchot Borok
|