In Episode 1 of Coffee with Cox Castle, Ken Rosen and Mathew Wyman share timely economic insights and market forecasts that are shaping real estate investment strategies in 2026. From interest rate shifts to capital market pressures, they break down what CRE leaders need to know in today’s changing landscape.
- What’s driving real estate investment outlooks heading into 2026
- The Fed’s positioning and interest rate impact on capital flows
- Development pipeline slowdowns and asset repricing
- Recession signals, labor market resilience, and investor sentiment
- How debt costs and capital structure affect deal viability
The Speakers
Morgan L. Gallagher
PARTNER
Orange County
p. 949.260.4674
e. mgallagher@coxcastle.com
Mathew A. Wyman
PARTNER & CHAIRPERSON
San Francisco
p. 415.262.5166
f. 415.392.4250
e. mwyman@coxcastle.com
Ken Rosen
Chair of the Fisher Center for Real Estate and Urban Economics at Berkeley & Chairman of Rosen Consulting Group
In Episode 2 of Coffee with Cox Castle, Dr. Richard Green and David Lari examine macroeconomic forces and policy developments reshaping the housing and commercial real estate sectors. Their conversation ranges from California’s housing production gap and zoning reform efforts to capital stack compression and market recalibration. With practical insight and real-world examples, the episode equips CRE professionals to better anticipate what’s ahead.
- Housing supply shortfalls in California and the feasibility gap in new development
- The intersection of demographic trends, affordability, and long-term demand
- Capital stack compression and the shifting nature of financing deals
- Rent control, zoning policy, and legislative efforts to unlock housing
- Investor confidence, inflation expectations, and market stabilization indicators
The Speakers
Morgan L. Gallagher
PARTNER
Orange County
p. 949.260.4674
e. mgallagher@coxcastle.com
David P. Lari
PARTNER
Los Angeles
p. 310.284.2292
f. 310.284.2100
e. dlari@coxcastle.com
Richard K. Green
Professor
Director and Chair of the USC Lusk Center for Real Estate
Chair, Wilbur H. Smith III Department of Real Estate Development
p. 213.740.4093
e. richarkg@usc.edu