Nearly nine years into the current cycle, the U.S. economy is strong and getting stronger. The leading indicators that correlate well with the property markets are in excellent shape.
Of course, there is no shortage of anxiety either; there never really is. Volatility is up this year, interest rates have moved higher, the yield curve has flattened, and trade tensions are escalating. So where do we go from here?
- Where we are in the economic and leasing cycle
- What higher interest rates mean for CRE values
- The probability of a full-blown trade war and its potential impact for the property markets
- How capital is shifting and what capital is targeting