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.
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Optimism in Real Estate
- Real estate investors are optimistic about the market in 2025, seeing it as a year of opportunity.
- This optimism stems from improving market fundamentals like decreasing inflation, strong job growth, and interest rate cuts.
Interest Rate Predictions
- Most respondents predict a 25–50 basis point interest rate decrease, aligning with Federal Reserve forecasts.
- However, a significant portion anticipates only a 25 basis point decrease or no change at all.
Investor Concerns
- Despite overall optimism, investors have concerns, primarily rising costs.
- Interest rates, construction costs, inflation, and property insurance availability are major concerns.