The Eye of the Storm? Interest Rates, Tariffs & Uncertainty
Interest rates have come down, but will they hold? How the end of the tariff pause could impact uncertainty Could the new tax bill put upward pressure on interest rates?
Interest rates have come down, but will they hold? How the end of the tariff pause could impact uncertainty Could the new tax bill put upward pressure on interest rates?
The big picture is just part of the story… Multifamily, Retail and Office – the markets where rents are outperforming How capital flows can transform investment results
New inflation risks that could restrain the Fed for remainder of the year Key retail sales trends and why they may be misleading Why consumers may prove more durable than many expect
Inflationary effects of tariffs will take time to materialize The Fed continues to hold interest rates steady amid uncertainty CRE buyers and sellers may both benefit from taking action soon
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