Mark Roberts, Crow Holdings

Mark Roberts, managing director of research at Crow Holdings, joins the podcast to share his insights – from macroeconomic trends to individual asset classes. He sees current valuation lags in open-end funds as a rare investment opportunity and predicts inflation will fall below 2% by year’s end. Roberts remains optimistic about the economy, citing strong household balance sheets, business investment, and low credit spreads. He highlights opportunities in retail, moderate-sized industrial assets, and select multifamily markets like Chicago and Miami, while advising caution in overbuilt metros like Austin and Phoenix. Emphasizing solid research and current market data over headlines, he concludes that real estate is poised to outperform bonds for the first time in years. Recorded on July 9, 2025.