Which retail segments are outperforming? Which property types will get the largest boost from consumption? How consumer behavior is driving CRE performance

Markets predict Fed cut in March, even with bump in CPI. Headline inflation ticked up to 3.4 percent over the year ended December 2023, as both energy and shelter costs accelerated during the month. While this higher reading appears to complicate the Federal Reserve’s stance on monetary policy in 2024, market probabilities for a rate cut in March actually grew over 500 basis points, to about 70 percent shortly after the CPI data release. The… Read More

December job additions fall short of the monthly average. Employers closed out the year by adding 216,000 positions in the final month, while the unemployment rate remained unchanged at 3.7 percent. Although this was up from the prior two months, it sustains the trend of slowing addition, with December falling below the 2023 monthly average. This presents a sign that while hiring is still strong despite the pressure of high interest rates on company finances,… Read More

The real reason the 2024 economic outlook could bolster investor activity The 2024 interest rate outlook and how it will shape investor demand How much capital is awaiting placement in CRE?

Which key factors support the expectation of a soft landing in 2024? Which property types should investors anticipate to perform well in 2024? What strategies can investors use to find opportunities as we enter the new year?

CNBC Features Marcus & Millichap CEO Hessam Nadji Why The Market Has Misjudged Commercial Real Estate Which Property Sectors Are Outperforming Expectations? Are all office properties in distress? How retail properties have become among the most favored by investors. The forces driving the apartment and industrial sectors, and why their strength is sustainable.

Non-cyclical and strike-impacted sectors log modest job creation. Last month welcomed 199,000 new positions as the labor market continued to exhibit resilience. Still, November’s headline number fell a fair bit below the trailing 12-month average of 240,000 roles as hiring velocity slows. While the overall growth eased back, hiring was still aggressive in non-cyclical sectors like health care and government, as well as in industries affected by…

What a prospective soft-landing in 2024 would mean for investors The counter-intuitive opportunities awaiting investors How the economic forces of 2023 will shape the CRE landscape of 2024

Hidden gems: Outperforming office segments that no one talks about Why retail properties are emerging as a top investment option Could hotel properties be delivering their best performance result ever?

How investors can navigate development risks facing industrial, multifamily and storage properties Can local fundamentals vary from the broader trends? What are the key factors that investors should monitor in their local markets?