Economic uncertainty related to trade policy has spiked to unprecedented levels, driven by erratic political shifts and a barrage of rapidly changing tariffs. While some interpret this as a strategic maneuver, the effects are measurable regardless of intent. The chart above, based on the Fed’s Economic Policy Uncertainty Index for trade policy, highlights the current […]
In a recent episode of America’s Commercial Real Estate Show, the show host welcomed K.C. Conway, a seasoned economist and commercial real estate expert, to discuss market expectations for 2025. The conversation spanned topics from mortgage rates and inflation to retail and office real estate trends, offering a robust analysis of the state of the […]
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 January 7, 2025. This illustrates 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 is a useful […]
In a recent episode of “America’s Commercial Real Estate Show” the show host engaged in a deep conversation with Brian Bailey, a commercial real estate expert from the Federal Reserve Bank of Atlanta. Their discussion provided valuable insights into the current state of the commercial real estate market, touching on key economic factors, market trends, […]
The Conversation: Understanding the Current Landscape of Commercial Real Estate Distress; Insights from America’s Commercial Real Estate Show The commercial real estate market has been under the microscope lately, especially with the specter of distress looming large across various sectors. This topic took center stage in a recent episode of America’s Commercial Real Estate Show […]
The Discussion: Navigating Commercial Real Estate in a Shifting Economic Landscape The recent conversation between the host of America’s Commercial Real Estate Show and KC Conway, CEO of KCnomics, provided a deep dive into the current state of the commercial real estate market. Their discussion, which was national in scope and thus may apply less […]
In a recent conversation on Bloomberg Television, Bruce Richards, CEO, Chairman, and Co-Founder of Marathon Asset Management, delved into critical financial topics. The discussion covered a range of subjects, from U.S. economic trends to central bank policies, offering deep insights into the financial landscape and including potential effects on commercial real estate nationally. Central Banking […]
Understanding the Yield Curve The yield curve is a graphical representation of interest rates on debts for a range of maturities. Typically, it compares the yields on short-term and long-term Treasury securities. The most commonly analyzed yield curve is the difference between the 10-year Treasury note and the 2-year Treasury note, often referred to as […]
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 […]
