What Higher for Longer Really Means for CRE Investment in 2025
The Federal Reserve no longer needs to remind us that interest rates will remain higher for longer. The markets have accepted it, and commercial real estate is living it. In its latest move, the Fed delivered a modest quarter-point rate cut at its September meeting, lowering its benchmark range to 4.00% – 4.25%. The decision, widely anticipated as a risk management move to address labor market softening, signals a strategic shift, though the broader policy…
2025 Q2 Economic Report
GDP GROWTH: The nation’s economy grew at a stronger-than-expected rate in the second quarter due to a drop in imports and healthy consumer spending, but there are weaknesses in business investment and home sales. The Commerce Department reported that the U.S. gross domestic product rose at a seasonally and inflation-adjusted 3% rate in the second quarter. That was a reversal from the first quarter in which the economy shrank at a 0.5% annual rate as…
2025 Q2 North America Market Report
INDUSTRIAL OVERVIEW: VACANCIES RISE, RENT GROWTH SLOWS Concern over the impact of tariffs has added to slowing tenant growth in logistics and manufacturing across North America. But the continued easing demand has resulted in more choices and benefits for users that have been subjected to a prolonged stretch of steep rent growth. Vacancies in the United States have risen to 7.4%, a decade-long high, while deliveries continued to outpace tenant expansion. Net absorption fell 8.1…