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America‘s Commercial Real Estate Show

Seyfarth's 2025 Real Estate Market Sentiment Survey with James O'Brien

Mar 12, 2025
James O'Brien, a partner at Seyfarth Shaw specializing in commercial real estate, joins broker Michael Bull to explore the 2025 Real Estate Market Sentiment Survey. They discuss a growing optimism among investors despite challenges like rising interest rates and construction costs. The conversation highlights the transformative role of AI in real estate, trends in foreign investment, and concerns regarding the impact of remote work on office spaces. O'Brien shares insights on shifting attitudes towards distressed assets and forecasts for the upcoming market.
30:52

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • The 2025 Real Estate Market Sentiment Survey reveals 87% of respondents anticipate commercial real estate opportunities in 2024 due to improving fundamentals.
  • Despite optimism, 83% of participants express concerns over rising interest rates and construction costs that might impact profitability in the sector.

Deep dives

Market Optimism and Trends

A significant portion of respondents expressed optimism about commercial real estate in 2024, with 87% viewing it as a year of opportunity. This optimism is reportedly attributed to improving market fundamentals, including a decrease in inflation from 3.9% to 2.4% and reduced interest rates. Respondents noted strong job growth and suggested a favorable political climate, with expectations that the pro-growth stance of the administration may lead to reduced regulations and tax incentives. This overall positivity stands out when compared to previous years, indicating a shift in sentiment among institutional investors and stakeholders.

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