Originally recorded at the close of 2023, this conversation forecasted key macro and real estate shifts that are now unfolding in real time. This isn’t just a replay, it’s a strategic rewind. It’s striking how many of the economic signals discussed have since intensified, offering eerily prescient insights into the global market dynamics we’re now watching play out, and what’s likely ahead.
In this prescient replay, Bill Bymel revisits a globally-informed conversation with international investor Kamil Homsi, one that takes on even greater urgency in today’s evolving macro environment. This episode navigates macroeconomic volatility, geopolitical undercurrents, and the evolving role of secondary mortgage markets in a shifting world order.
From the lens of a Middle East family office executive operating in New York, Kamil offers a grounded yet expansive perspective on debt's impact across the commercial and residential real estate sectors, private equity markets, and international finance.
Together, they break down the ripple effects of the $30 trillion U.S. debt load, exploring its implications across global markets, real estate, and private capital allocation. From the strained economies of China and Argentina to the rising investor demand for U.S.-based stability, this episode unpacks the forces reshaping strategy and risk across the board.
Expect a candid, deep dive into the real estate cycle - particularly the resilience of retail and industrial sectors, the oversupply risks in multifamily housing, and how the strong dollar is influencing trade flows and investment behavior.
Whether you're positioning capital in commercial real estate, navigating interest rate volatility, or assessing geopolitical tailwinds, this conversation offers critical insight to help investors adapt and respond with clarity.
Listen in to uncover:
About Our Guest:
Kamil Homsi is Founder & CEO of GRC Investment Group SFO (Dubai) and Global Realty Capital (New York) https://globalrealtycapital.com/. Connect further with Kamil on LinkedIn https://www.linkedin.com/in/kamilhomsi/.
First Lien Capital is your trusted investment partner delivering security and strong returns while making real impact, and First Lien Resolutions is your Special Assets Group for hire delivering integrated resolutions to protect capital and restore performance to distressed real estate debt scenarios.
Schedule a consultation with Bill to ELEVATE https://billbymel.com/investor/ or REVIVE https://billbymel.com/advisor/ your portfolio today.
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