Gaming out 2025 for CRE with Ryan Severino

Ryan Severino, chief economist at BGO and adjunct professor at Columbia, never holds back and this week he joined the LightBox team to break down what lies ahead in 2025. The conversation centered on key questions: Has the market soured on the Fed? What can the office market learn from retail? And what predictions does he have for the year ahead as Trump policies start to take effect? From the cautious sentiment around the increase in Treasury yields to insights on how AI is reshaping CRE asset management and portfolio strategy, Ryan gives the team his unvarnished analysis. It’s a must-listen for anyone gaming out the landscape of commercial real estate for 2025. 02:23 Market Enthusiasm and Fed Policies 04:14 Has the Market Soured on the Fed? 11:20 Trump 2.0 Policy Impacts on CRE 21:06 The Concept of Third Space in CRE 24:26 Retail Market Misconceptions 28:14 Office Market Evolution 30:38 AI's Role in Commercial Real Estate 35:39 2025 Predictions and Economic Outlook Have question for the pod team? Send them to [email protected] us Fan Mailwww.lightboxre.com