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LPisGood 2 hours ago

I’m not sure if the explanation in the second part holds water. Wouldn’t the reduction in property value be the same as the ammortized free rent?

Arainach 2 hours ago | parent | next [-]

No, because the mortgage companies' valuation is based on rent and does not consider any incentives.

netcan an hour ago | parent | prev [-]

No. Not if the valuations and downstream effects of valuations are formulaic, which they often are.