Short sellers increase bets against commercial real estate due to bank pressure, falling US office prices, and high interest rates.

Short sellers are increasing bets against the commercial real estate sector due to regional bank pressure, falling US office prices, and high interest rates. Equinix, a data center REIT, experienced a drop to its lowest since January, and short interest in Arbor Realty Trust and CRE CLOs is rising. Short sellers are reducing expectations for rate cuts, as the US central bank is cautious about monetary easing after aggressive hikes.

March 21, 2024
3 Articles

Further Reading