The Distribution by Juniper Square

Ep. 24: Survive to '25: An Economist's View of the CRE Industry - Sabina Reeves - Chief Economist at CBRE

Nov 7, 2023

Sabina Reeves, Chief Economist & Head of Insights & Intelligence for CBRE Investment Management, discusses the impact of AI in the commercial real estate industry, geopolitical issues affecting CRE, demographic shifts, macroeconomic environments, US consumer debt, trends in asset classes, and the future of CRE and infrastructure technology.

01:10:45

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Episode guests

Sabina Reeves

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Episode notes

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Quick takeaways

Geopolitical shifts and volatility in capital movement are major influences on real estate markets globally.

Understanding monetary policy changes, such as interest rates and inflation, is crucial for real estate investment decisions.

Office space faces challenges due to remote working trends, while the retail sector offers potential opportunities for high-performing properties that adapt to market challenges.

Deep dives

Geopolitical, monetary, and technological shifts impacting real estate markets

The podcast episode discusses three major generational shifts influencing real estate markets worldwide. The first shift is geopolitical, with the fall of globalization and increasing volatility in capital movement. The second shift is a monetary regime change, as central banks transition from loose to tighter monetary policies, affecting real estate prices. The third shift relates to the impact of technology on the built environment, particularly in sectors like retail and office space. These shifts create risks and opportunities for real estate investment managers and operators in the current and upcoming market cycles.

Introduction

2min

Data Governance and the Use of AI in Commercial Real Estate

14min

Global Demographic Shifts and their Impact on Real Estate and Growth Opportunities

3min

European Economic and Political Turmoil

5min

Challenges in Finding Sustainable Investments in the US

18min

Market Fundamentals and Timing of Asset Disposal

23min

The Importance of Data and the Overlooked Question

2min

Ways to Connect and Wrap Up

2min

Sabina Reeves is Chief Economist & Head of Insights & Intelligence for CBRE Investment Management. She is responsible for the firm’s 30-member real assets research team and has a specific role in selecting the economic scenarios and macro risk assessments that power the firm’s proprietary real assets forecasts. In addition, Sabina has executive responsibility for the firm’s 20-member Analytics and Risk Measurement team.

Links:

Sabina on LinkedIn

Sabina on X

CBRE Investment Management

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Topics:

(00:00:00) - Intro

(00:01:49) - Sabina’s career and background

(00:04:36) - Insights and intelligence at CBRE

(00:06:31) - How AI is impacting their work

(00:08:59) - What are the main themes you’re hearing from clients as it relates to markets?

(00:11:11) - Geopolitical issues having a downstream impact on CRE

(00:15:45) - Demographic shift impacts on CRE

(00:18:57) - The macroeconomic environment in Europe & the United States

(00:27:17) - Predictions for the future

(00:29:15) - Looking back on the real estate environment of previous cycles

(00:32:24) - The impact of GDP growth in the USA

(00:35:55) - Thoughts on US consumer debt

(00:39:50) - Other issues investors and operators should be thinking about

(00:43:43) - Office market fundamentals

(00:51:15) - Trends in US asset classes

(00:56:55) - Thoughts on infrastructure

(01:02:42) - Technology trends for CRE and infrastructure

(01:05:39) - What people need to be asking about right now

(01:07:13) - Where to reach Sabina

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The Distribution by Juniper Square

Ep. 24: Survive to '25: An Economist's View of the CRE Industry - Sabina Reeves - Chief Economist at CBRE

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Geopolitical, monetary, and technological shifts impacting real estate markets

Changes in global macro environment affecting direct and listed real estate markets

Differentiation of asset classes in the US market

The Outlook for US Interest Rates and Credit

US Economic Growth and Consumer Debt

Get the Snipd
podcast app

AI-powered
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Discover
highlights

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The Distribution by Juniper Square

Ep. 24: Survive to '25: An Economist's View of the CRE Industry - Sabina Reeves - Chief Economist at CBRE

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Geopolitical, monetary, and technological shifts impacting real estate markets

Changes in global macro environment affecting direct and listed real estate markets

Differentiation of asset classes in the US market

The Outlook for US Interest Rates and Credit

US Economic Growth and Consumer Debt

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
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highlights

Save any
moment

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