ON-DEMAND VIRTUAL CASE STUDY

When Waiting Doesn't Pay:
A CRE Owner's Lesson on Trying to Time the Market with a Maturing Loan

When it comes to refinancing, timing is everything—or is it? In this 20-minute case study, we examine how one mid-market CRE owner/operator held off on refinancing in anticipation of interest rate cuts… only to face an unexpected turn in the market.

GOAL: Wait for rates to drop and refinance closer to their original 5.5% loan.
OUTCOME: The market moved in the opposite direction, resulting in a new 6.5% loan.

Watch our debt experts as they break down what happened and discuss how proactive debt management can help you avoid similar pitfalls in your own portfolio.
 

During the case study, you'll learn: 

✓   Why anticipating rate cuts don’t always translate to lower borrowing costs.

✓   How annual debt service payments increased by $118k due to a misread on the market.

✓   Strategic actions CRE professionals can take to align decisions with property goals.

Meet the Speakers:

Shawn Murphy
Director of Deal Management

Matthew Bailey
Senior Capital Markets Analyst

Let's Talk — Zero Pressure, Just Actionable Insights

Whether you're weighing a refinance, reviewing loan terms, or navigating market pressure, our team will provide a live, expert second opinion tailored to your situation. We can review the debt market outlook, assess hedging strategies, model cashflow and debt scenarios, identify ways to optimize your capital stack, or just answer any questions you may have. It’s free, focused, and built to give you clear next steps.