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"Market" interest rates are moving quickly. How will this impact certain investments and assets?
Investment Insights
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"Market" interest rates are moving quickly. How will this impact certain investments and assets?

As of Friday, Sept. 11 at 3:30 pm CT | Jim Cone, Director, Panorama Financial Group

Read Jim Cone's commentary on market interest rates, investment portfolios, and real estate developers and sponsors without locked-in fixed-rate financing.

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First page of Panorama Financial Group's interest-rate commentary by Jim Cone, featuring the Chicago skyline.

This educational commentary by Jim Cone examines the impact of market interest rates on certain investments and assets. The PDF is dated Friday, Sept. 11 at 3:30 pm CT.

The article covers market and economic impact, followed by the impact on investment portfolios, including bond valuations and stock market pressure.

It then examines real estate developers and sponsors who do not have locked-in fixed-rate financing, covering immediate cash flow squeeze, project margin compression, refinancing and maturity risks, and valuation drops.

Open the full PDF for Jim's commentary, the Treasury yield chart, linked references, and disclosures.

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Access the complete research piece for additional detail, supporting context, and disclosures.

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Investment Insights
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Educational Commentary
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