How cap rate risk premiums have changed in recent years Cap rate trends and benchmarks for different CRE property types Why cap rates matter… and why they don’t              

Key provisions of the House of Representatives tax bill Will bonus depreciation change CRE investment calculus? How the new tax bill could influence interest rates            

Federal budget & policies to play pivotal role in interest rate outlook Market forces may place upward pressure on interest rates Why now may be the time for investor action            

Distress levels are rising—but remain below historical peaks Some lenders tightening enforcement of non-compliant loans Investors remain active—especially when rates dip            

Office demand has been positive for four straight quarters How office performance influences all other property types Office performance varies by metro and sub-type              

Apartment fundamentals improved in Q1 as demand outpaced new supply Uncertainty driven headwinds may weigh on housing demand in 2025 Positive demographics, increased renter retention, and tapering construction favor multifamily performance over the longer term              

Retail sector braces for tariff headwinds – does the property type face risk? Retail space demand dipped modestly – an anomaly or an impending trend? Why the long-term retail real estate outlook remains favorable              

Stock and bond market volatility is shifting investor behavior Will international and institutional capital slow their investment activity? Private capital may become the dominant investor group in 2025            

Unpredictable trade policies sustain elevated recession and inflation risk CRE’s inflation resistance and low volatility offer portfolio advantages Durability of CRE yields and impending tax benefits particularly attractive          

Economic and financial market implications of new tariffs Inflation, recession and employment risks Why CRE may emerge as a preferred investment in tariff fallout