Our research methodology integrates historical and current economic, demographic and real estate factors which enables our Research Services department to develop comprehensive market forecast scenarios.
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
New Tariffs Reshape Economic Landscape, Highlighting Commercial Real Estate’s Stability Sweeping tariff policy heightens uncertainty. The recent introduction of the “Liberation Day tariffs” marks the most significant shift in U.S. trade policy in more than a century, propelling the net effective tariff rate from about 2.5 percent last year to well above that for most countries. A 10 percent blanket tariff now covers nearly all imports. Initially, 90 countries faced higher levies…
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
CPI slows, though trade policy clouds the outlook. Headline CPI declined 0.1 percent month over month in March—the first monthly decrease since 2020—easing the year over year rate to 2.4 percent. Core inflation edged down to 2.8 percent year over year, its lowest level since March 2021, further tapering price pressures. Nevertheless, ongoing trade policy developments may threaten this progress…
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
Job creation sturdy preceding new tariff pressures. Total employment increased by 228,000 positions last month, above the mean from both last year and for the month of March from 2014 to 2019. Sustained hiring in health care and social assistance contributed the most to this growth. These figures preceded the announcement of new U.S. tariffs on April 2 by the Trump administration, which has imposed a…
Economic and financial market implications of new tariffs Inflation, recession and employment risks Why CRE may emerge as a preferred investment in tariff fallout
Supply and Demand to Re-Align for the First Time in Four Years, Aiding Investment Landscape Stay ahead of the curve. Gain early access to the 2025 Multifamily Investment Forecast and uncover critical trends shaping the industry. This report provides: Comprehensive Analysis: National and local economic and multifamily market trends in 2025 Detail Market Projections: Demand and supply forecasts across 50 major U.S. metros Strategic Investment Insights: In-depth examination of capital markets and investment activity Position… Read More
How CRE sectors have performed since the peak of uncertainty in 2020 Construction trends, demand drivers, and future opportunities Why long-term investment strategies remain key for success