Interest rates influence nearly every aspect of commercial real estate investing. They affect how properties are priced, how deals are financed, how much cash flow is generated, and what outcomes look like at exit. For passive investors, understanding these relationships is more important than predicting where rates will go next.
This article explains how interest rates affect commercial real estate deals and how LPs should evaluate rate exposure when reviewing syndications.
Interest rates influence what buyers are willing to pay for income-producing assets.
When rates rise:
Borrowing costs increase
Buyers require higher yields
Pricing pressure often increases
When rates fall:
Debt becomes cheaper
Buyers can support higher prices
Competition for assets tends to increase
This relationship is not mechanical or immediate, but over time interest rates are a key input into real estate pricing.
(For valuation context, see Understanding Cap Rates (Without Overcomplicating It).)
Interest rates and cap rates are related, but they are not the same thing.
Cap rates reflect:
Income relative to price
Market risk and liquidity
Investor expectations
Interest rates influence cap rates indirectly by affecting:
Required returns
Financing costs
Buyer demand
In practice, cap rates tend to adjust more slowly than interest rates, which can create periods of pricing uncertainty.
Leverage magnifies the impact of interest rates on deals.
Higher rates can:
Increase debt service
Reduce cash flow
Lower debt service coverage
Constrain refinancing options
Lower rates can:
Improve cash flow
Support higher leverage
Increase refinancing flexibility
This is why understanding rate sensitivity is critical when evaluating leveraged real estate investments.
(For leverage mechanics, see Understanding Leverage in Real Estate Syndications.)
Interest rate risk depends heavily on loan structure.
Fixed-rate debt:
Provides payment predictability
Reduces near-term rate risk
May limit flexibility in certain scenarios
Floating-rate debt:
Can offer lower initial rates
Introduces exposure to rate increases
Often requires interest rate caps or hedges
Neither structure is inherently good or bad. What matters is whether rate exposure is understood, sized appropriately, and stress-tested.
Interest rates affect cash flow both directly and indirectly.
In higher-rate environments – or when rates are expected to remain elevated or rise further:
Debt service consumes more income
Margin for error narrows
Conservative underwriting becomes more important
This is why disciplined underwriting focuses on:
Strong debt service coverage
Viability without favorable refinancing
Sensitivity to higher-rate scenarios
(For underwriting context, see Financing & Underwriting Basics.)
Understanding rate mechanics is only useful if it informs better decisions.
When rates rise or are expected to remain higher:
Stress test DSCR at higher interest levels
Check breakeven occupancy
Evaluate refinance assumptions for realism
Consider whether NOI growth meaningfully offsets rate pressure
Be cautious of floating-rate exposure
When rates fall or are expected to decline:
Look for refinance opportunities that improve returns
Assess whether exit cap assumptions reflect tailwinds
Understand how cash flow could expand post-renovation
These questions help LPs focus on resilience rather than forecasts.
Interest rates themselves are outside an investor’s control. Debt strategy is not.
More disciplined operators tend to focus on:
Lower leverage during uncertain environments
Fixed-rate or properly hedged debt for value-add timelines
Conservative refinance assumptions
Healthy DSCR cushions
Sensitivity analysis across +100 to +200 basis point scenarios
This approach does not eliminate rate risk, but it reduces the chance that rate changes force poor decisions.
Interest rates shape the risk, cash flow, valuation, and exit profile of a deal.
For LPs, the focus should be on:
The structure of the debt
The operator’s ability to manage rate volatility
Assumptions tied to refinancing and exit
How rate changes interact with the business plan and asset type
Returns are not just about what the operator does – but about the rate environment they are operating in and how the deal is structured to handle it.
Note: This material is for educational purposes only and is not intended as tax, legal, or investment advice. Investors should consult appropriate professionals regarding their specific circumstances.
This article is part of a broader learning series on passive real estate investing.
→ Start from the beginning here: Passive Real Estate Investing Learning Guide
→ Next recommended read: How to Read a Pro Forma: The 8 Numbers That Actually Matter
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