Dementia in CRE

Welcome to Dementia in CRE, the only archive that treats the Commercial Real Estate market like a high-security psychiatric ward.While the "experts" are busy polishing their pro-formas, we’re providing a sarcastic, clinical observation of the industry’s most "special" behaviors. This isn't a strategy session; it’s a support group for those who can see the cognitive decline in leadership before they accidentally trade the family portfolio for a handful of magic beans and a "Golden Age" promise.Hosted by Priyanshu Adathakkar, we use dark humor and heavy reverse psychology to diagnose the industry’s recurring delusions. From the "hallucinatory" cap rates of 2021 to the current "institutional amnesia" regarding debt-service cliffs, we’re here to spot the symptoms of a market that has officially left reality behind.Leave your spreadsheets at the door. The patient is agitated, and we’re looking at the brain, not the IRR.