Capital Markets

Why Experts Expect Lending to Bounce Back in 2025 Lenders and investors are entering 2025 after navigating a tumultuous and uncertain environment shaped by various economic and political factors. The recent presidential election introduced significant shifts in expected government policy, coinciding with the Federal Reserve beginning an interest rate-cutting cycle. In 2024, the market was […]

Q4 2024 REIT Earnings Report In Q4 of 2024, multifamily real estate investment trusts (REITs) exhibited a range of performances, reflecting both challenges and strategic advancements within the sector. Overall, the multifamily REIT sector in Q4 2024 displayed a blend of resilience and caution. While some companies reported strong earnings and maintained high occupancy rates, […]

Market Review & 2025 Forecast 2025 Economic Outlook The summer of 2024 marked a turning point for the U.S. economy, as the uncertainty lingering from the pandemic began to subside. With clearer economic signals and reduced volatility, investors enter 2025 with renewed confidence.   Large institutions, such as Blackstone, increased their activity, signaling a market […]

What New Inflation and Spending Data Means for CRE Markets The Federal Reserve’s primary inflation metric, Core PCE, elevated slightly on a month-over-month basis. However it remains well below the average pace of price growth set in 2024. On an annual basis Core PCE rose 2.8% in December, in line with expectations. Both the stock […]

The 2025 CRE Playbook Commercial real estate is constantly evolving, and staying ahead means having the right insights at the right time. From market analysis and investment strategies to emerging opportunities and challenges, this newsletter will deliver the kind of insights you need to make informed decisions to stay competitive. It’s not just about data, […]

Timing the Market Predicting interest rate movements can feel like chasing shadows. September’s 50 basis point rate cut shocked the media, and without a crystal ball, predicting the future direction of rates is nearly impossible. Most recently, the Fed cut rates an additional 25 basis points in November and is most likely to cut rates […]

Tips for Preparing Retail Spaces for Smart Technology Implementation The retail property market continues to reconfigure for a future based around smarter use of technology. As such, new builds and redesigned shopping centers, and multi-tenant buildings down to single-tenant locations must be ready to accept and integrate new technology.    Despite some overambitious claims and […]

December Fed Meeting Update High-Level Recap The Federal Reserve on Wednesday announced its third consecutive interest rate cut of 2024, reducing its benchmark rate by 0.25 percentage points, largely inline with what investors were expecting at the meeting.  While downward moving rates bode well for lowering CRE lending costs, its likely the bond market and lending rates […]

How the Fed is Responding Steady Gains and Cautious Optimism Key jobs reporting this past Friday (12/6), coupled with Powell’s recent comments last week, suggest a continued “wait and see” approach from the Fed as they remain cautiously optimistic about the economy’s current strength. Powell said on Thursday that the U.S. economy was “in remarkably […]