Market Update with Walker & Dunlop experts Ivy Zelman, Kris Mikkelsen, and Aaron Appel
The Walker Webcast
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Assessing the Impact of CPI Print on 2024 View
The speakers discuss how the recent Consumer Price Index (CPI) print affected their view of 2024, emphasizing that the thesis for 2024 remains intact and the CPI print was overreacted. Real-time surveys supporting decelerating rent growth and negative move-in rates are highlighted, criticizing the Fed for not considering real-time data.
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