Inflation is making steady progress toward the Fed’s target Has the Fed held rates too high for too long? Investor considerations as we enter the next real estate cycle  

How demographics and psychographics are shaping CRE demand Why migration trends are changing the CRE outlook The new opportunities being created by evolving behavior  

The products and prices most influencing inflation One reason economists are “not a fan” of how inflation is measured The “outdated” inflation mechanics that allow CRE investors to see the future

The economic outlook for the remainder of 2024 Four potential economic scenarios and what they mean for CRE Why the CRE investment outlook is strengthening

Chairman Powell tells why the Fed is cautious about cutting rates Why the May inflation reading is so important to CRE investors When Wall Street expects the Fed to cut rates

Labor market moving closer to equilibrium even amid strong hiring. Total employment increased by 272,000 in May, coming in above the average monthly gain year-to-date. Despite this uptick in job creation, there are several signs that overall labor demand is cooling and moving closer in line with labor supply. Nearly half of last month’s hiring was concentrated in just two main employment sectors, which includes roles in government. It is likely that public sector staffing needs… Read More

CNBC Features Marcus & Millichap CEO Hessam Nadji Headwinds, Opportunities, and the Investment Climate  How will the mixed outlook on movie theaters impact retail real estate? The three types of experiential retail that are critical to the retail property outlook. Why retail properties are one of the most sought-after real estate investments. How interest rates and the capital markets are shaping the retail investment climate.

Will a wave of distress hit CRE markets this year? What different distress measures tell us about property performance. How can investors use this cycle to better position themselves moving forward?

Key CPI measures resume descent. Annual growth in the headline and core consumer price indices — the latter of which omits food and energy — lowered to 3.4 and 3.6 percent in April, respectively. While bumpy inflation over the last few months curbed Wall Street  expectations for near-term overnight lending rate cuts by the Federal Reserve, April’s cooler readings suggest the Fed is still making meaningful progress in bringing pricing pressures down. Further stripping out housing… Read More

Why the Fed’s rate decisions may differ from the consensus perspective How generational differences in “normal” interest rates affect real estate strategies The key trends real estate investors should continue to monitor