How Federal Reserve policy shift could revive investment activity Could interest rate clarity help close the buyer/seller expectation gap? How investors can capitalize on the new interest rate outlook

Consumers place an emphasis on necessities. Total retail sales dropped 0.4 percent in February. However, store-based spending — which excludes purchases made online and at restaurants and bars — reached a record mark. This contrast indicates consumers may be prioritizing the purchase of necessities when visiting brick-and-mortar retailers, a dynamic that has positive implications for…

Bank Closures Could Sway Federal Reserve Decision, Fast Government Response Alleviates Contagion Concerns The collapse of Silicon Valley Bank and Signature Bank sent shock waves through capital markets, but agencies have been quick to counter it from spreading. Expectations for a smaller interest rate hike at the upcoming FOMC meeting has meanwhile been a byproduct of the recent events. The Fed will likely tread more cautiously despite persistent inflation and resilient employment. Key Features: Timeline… Read More

Does the banking sector face heightened risk of contagion and additional closures? Interest rate whiplash – how bank failures radically changed the debt capital outlook Could bank closures actually bring more stability to the lending climate?

Prominent tech and venture capital bank closes. Silicon Valley Bank (SVB), the country’s 16th-largest bank, was seized by California state regulators on Friday, March 10 and placed into FDIC receivership in the largest banking collapse since 2008. Recent troubles in the technology and cryptocurrency sectors, of which SVB was a prominent financier, led to major deposit outflows at the bank, forcing the institution to sell bond holdings before their maturity to procure cash to cover these… Read More

The forces slowing household formation and apartment demand What the trends mean for the retail and industrial sectors How investors can capitalize on the emerging trends

Bloomberg Features Marcus & Millichap CEO Hessam Nadji How changing behavior has shifted CRE supply and demand drivers Latest return-to-office trends and market variations The three points of clarity investors are waiting for

TD Ameritrade Features Marcus & Millichap CEO Hessam Nadji How office performance compares to other investment property types Awaiting clarity and the Federal Reserve’s path ahead How Marcus & Millichap is positioned to drive long-term results

All brick-and-mortar categories record monthly increases. Store-based retail sales, which exclude spending online and at restaurants and bars, climbed 1.7 percent in January, marking the largest monthly rise in nearly two years. Reversing a recent down trend, gains were widespread across store types, highlighted by notable improvements in furniture, appliance and clothing-related purchasing. This broad-based increase signals that consumers, while pressured by inflation, still have solid cash reserves and borrowing capacity following the holidays, a boon… Read More

Employment gain hits highest point in nearly a year. Job growth surged in January, as a net 517,000 positions were created on a seasonally-adjusted basis. January’s employment gain not only surpasses last year’s monthly average of 401,000 jobs, but it was also the most active period for hiring since February 2022. While the end to a California education labor dispute contributed to a jump in government onboarding, most of the job additions were in the… Read More