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Rob Kahn

Rob Kahn

Jul 8, 2026

3:34
What do we think about our prediction for interest rates and where do we think we're going?
3:41
So I think our prediction was that they'd be going down, which was the right prediction before we went into Iran.
3:50
And now I believe the prediction is there is a chance that the Fed might raise interest rates, which seems to be the right prediction, though the immediate response from the market on the iran incursion for lack of a better term seeming to not be settled but seeming to be tamped down a bit was pretty incredible i mean oil prices dropped significantly in a very short period of time so i think it's probably twirly to tell but a few data points I remember in February, the 10-year dropped a little four for the first time in a really long time, right? And I thought, this is awesome.
4:32
It's gonna be a great year.
4:33
And then we went into Iran, and then you were floating between four and four and a half, and you thought that four and a half threshold was a very significant mental threshold.
4:42
But then we blew through the four and a half, right? But now it's kind of settled back to below four and a half, a little bit over four and a half.
4:49
So I feel like if you traded in that band, right, a little below four and a half, a little above four and a half on the 10 year, that's not terrible for real estate.

11 MINS LATER

15:43
Anyone want to talk about that?

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