263. Consumer Spending Dip, Sunbelt Multifamily, Ground Lease Valuation, & Industrial Sales
The TreppWire Podcast: A Commercial Real Estate Show
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Intro
The hosts explore the extreme heat in New York City and its juxtaposition with concerning economic indicators like retail sales and permits, affecting investor sentiment and spurring inflation worries. They examine the Federal Reserve's rate cut approach, emphasizing the importance of interpreting data through scenario analysis and analyzing the unexpected downturn in building permits' implications on long-term housing inflation and real yields.
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