EPISODE · Aug 18, 2024 · 50 MIN
Multifamily Inflection Point? Recession vs. Soft Landing
from The Gray Report Podcast · host Spencer Gray
While recent stock market volatility brought about strident calls for relief from the Fed, longer-term trends like the steadily lower yields for Ten-Year Treasuries since May, consistently lower inflation numbers since March, and a slowing labor market are equally if not more persuasive indicators that an interest rate reduction would be appropriate. CRE sales remain subdued, but there are growing signs that investors are tracking similar trends and expect a more favorable environment for investment in the coming months. Sources discussed in this episode: Bureau of Labor Statistics: “Consumer Price Index, July 2024” - https://www.bls.gov/news.release/cpi.nr0.htm Institutional Property Advisors: “Interest Rates Trend Lower, Paving Way for Invigorated Commercial Property Investment” - https://www.institutionalpropertyadvisors.com/research/special-report/2024/08/research-brief-august-capital-markets NAR: “Commercial Real Estate Market Insights, July 2024: ‘While the market awaits the interest rate cuts from the Federal Reserve, commercial real estate is also on hold.’” - https://www.nar.realtor/commercial-real-estate-market-insights/july-2024-commercial-real-estate-market-insights Institutional Property Advisors: “Interest Rates Trend Lower, Paving Way for Invigorated Commercial Property Investment” - https://www.institutionalpropertyadvisors.com/research/special-report/2024/08/research-brief-august-capital-markets For the latest multifamily news from across the internet, visit the Gray Report website: https://www.grayreport.com/ Sign up for our free multifamily newsletter here: https://www.graycapitalllc.com/newsletter DISCLAIMERS: This video does not constitute professional financial advice and is for educational/entertainment purposes only. This video is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.
What this episode covers
While recent stock market volatility brought about strident calls for relief from the Fed, longer-term trends like the steadily lower yields for Ten-Year Treasuries since May, consistently lower inflation numbers since March, and a slowing labor market are equally if not more persuasive indicators that an interest rate reduction would be appropriate. CRE sales remain subdued, but there are growing signs that investors are tracking similar trends and expect a more favorable environment for investment in the coming months. Sources discussed in this episode: Bureau of Labor Statistics: “Consumer Price Index, July 2024” - https://www.bls.gov/news.release/cpi.nr0.htm Institutional Property Advisors: “Interest Rates Trend Lower, Paving Way for Invigorated Commercial Property Investment” - https://www.institutionalpropertyadvisors.com/research/special-report/2024/08/research-brief-august-capital-markets NAR: “Commercial Real Estate Market Insights, July 2024: ‘While the market awaits the interest rate cuts from the Federal Reserve, commercial real estate is also on hold.’” - https://www.nar.realtor/commercial-real-estate-market-insights/july-2024-commercial-real-estate-market-insights Institutional Property Advisors: “Interest Rates Trend Lower, Paving Way for Invigorated Commercial Property Investment” - https://www.institutionalpropertyadvisors.com/research/special-report/2024/08/research-brief-august-capital-markets For the latest multifamily news from across the internet, visit the Gray Report website: https://www.grayreport.com/ Sign up for our free multifamily newsletter here: https://www.graycapitalllc.com/newsletter DISCLAIMERS: This video does not constitute professional financial advice and is for educational/entertainment purposes only. This video is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.
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Multifamily Inflection Point? Recession vs. Soft Landing
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