MSCI Real Asset’s Chief Economist Jim Costello joins America’s Commercial Real Estate Show to discuss trends in the debt market, including upcoming maturities, transaction volume, and thoughts on interest rate increases or decreases. This covers topics discussed in his recent article 2024 Trends to Watch in Real Assets. The conversation begins with a focus on […]
Economist K.C. Conway with KCnomics, LLC shares his outlook for various commercial real estate sectors, banks, interest rates, and the economy overall. Discussions include forecasts for office, retail, industrial, multifamily, build-to-rent, senior housing, and self-storage property. The Discussion Introduction: As the real estate landscape continues to evolve, professionals are exploring new opportunities and addressing challenges […]
The Conversation: Navigating the Current Landscape of Commercial Real Estate and the Economy In the dynamic world of commercial real estate, staying abreast of market trends, economic indicators, and potential opportunities is paramount for success. A recent conversation on America’s Commercial Real Estate Show shed light on the current landscape and provided insights into what […]
The Discussion: Navigating the Mid-Year Outlook in Commercial Real Estate; Performance Indicators , Transaction Volume, Financing In a recent episode of “America’s Commercial Real Estate Show,” the host welcomed Tom LaSalvia, Head of CRE Economics at Moody’s Analytics, to discuss the mid-year outlook for the commercial real estate (CRE) market. The conversation covered a range […]
In this video, listen to Ronald S Gart, Partner at Seyfarth Shaw, discuss takeaways from the 8th annual Real Estate Sentiment Survey featuring results from 2,500 commercial real estate professionals, including investors, asset managers, lenders, private equity, and more. Among the topics discussed are interest rates, recession concerns, projections for the length of potential recessions, […]
The chart above, retrieved from the St. Louis Fed FRED system, illustrates the net percentage of domestic banks that are tightening their standards for commercial and industrial loans to large and middle-market firms. This data series is part of the Board of Governors of the Federal Reserve System’s Senior Loan Officer Opinion Survey on Bank […]
The Discussion: Navigating the 2023 Outlook for Commercial Real Estate and REITs The commercial real estate landscape is constantly evolving, shaped by economic trends, market performance, and external factors. In a recent episode of “America’s Commercial Real Estate Show,” host Michael delved into the 2023 outlook for the economy, commercial real estate, and Real Estate […]
The chart above is of the 5-Year breakeven inflation rate, commonly referred to as the TIPS spread, for the five year period ending on December 30, 2022, the last trading day of 2022. This illustrates the difference in the yields, i.e. the spread, between United States Treasury bonds and Treasury Inflation-Protected Securities (TIPS) of the […]
In a world of shifting economic tides and turbulent markets, staying afloat in the realm of commercial real estate requires a steady hand and a keen eye for opportunity. This sentiment was at the forefront of a recent conversation on America’s Commercial Real Estate Show, where the show host engaged in a thought-provoking dialogue with […]
Mitch Roschelle, Macro Trend Advisors Founding Partner, joins America’s Commercial Real Estate Show to discuss the current economy and expectations for it in the future and its effect on commercial real estate. Topics discussed include rising interest rates, trends in cap rates, and potential opportunities in commercial real estate. He begins by discussing the Fed’s […]
KC Conway, aka The Red Shoe Economist, joins Americas Commercial Real Estate Show to discuss expectations for interest rates, pricing discovery, and opportunities in the current commercial property market. The discussion begins with frustration expressed about the Fed’s actions to date. He notes that the Fed is essentially, by its actions, telling lenders to […]
Posted above is the chart for the 5-Year breakeven inflation rate, commonly referred to as the TIPS spread, for the five years ending on Halloween, October 31, 2022. A calculation of the difference in the yields, i.e. the spread, between United States Treasury bonds and Treasury Inflation-Protected Securities (TIPS) of the same maturity, this spread […]
John Worth , Executive Vice President of Research and Investor Outreach with Nareit, joins America’s Commercial Real Estate Show to discuss highlights from their (Nareit’s) 2022 Mid-Year Outlook Report. Discussions include the impact of inflation, rising interest rates, and developments in the labor market.
In this 25 minute videos, NAR Senior Economist Gay Cororotan shares their outlook. This discussion includes the impact of inflation, rising interest rates, the infrastructure bill, and the Russian invasion of Ukraine (and knock-on effects). Gay notes that the recent inflation number of 8.5% is the highest in 40 years. The discussion moves on to […]
With news of Starbucks unionizing and personal experiences we have all had with unavailability of workers, this chart should come as no surprise. Nonetheless, it is a stunning thing to see it visually in a chart like the one above. The peak just before the plunge was 63.5%. Two months later, it bottomed out at […]
The 5-year TIPS spread, after almost calmly sitting a bit elevated over pre-pandemic levels in late 2021, has now spiked of a sudden spiked to the highest level in a number of years and to a level about 70% higher than where it was generally hovering pre-pandemic. There has been much talk in the financial […]
