The Distribution by Juniper Square cover image

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.
01:11:30

Episode guests

Podcast summary created with Snipd AI

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.

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.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner