Real Wealth Show: Real Estate Investing Podcast Midyear Real Estate Market Outlook 2025 with CBRE’s Henry Chin
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Aug 19, 2025 Henry Chin, CBRE's Head of Investor Thought Leadership and Asia Pacific Research, shares insights on the 2025 housing market. He highlights the impact of tariffs and U.S. policy on global markets while analyzing GDP changes and interest rates. The discussion also dives into cap rates, predicting a positive investment outlook amidst stabilizing treasury yields. Chin examines recovery trends in commercial real estate, particularly in major cities, and explores emerging opportunities in sectors like food, beverage, and industrial storage.
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Macro Downgrade But Real Estate Steady
- CBRE lowered its 2025 GDP and job-growth forecasts while raising its inflation outlook.
- Despite weaker macro projections, CBRE kept commercial real estate leasing and investment forecasts unchanged.
Tariffs Drive Global Uncertainty
- Tariffs and policy uncertainty are the main drivers behind CBRE's downgraded GDP outlook.
- These trade-policy shifts disrupt global supply chains and slow cross-border commerce.
Inflation Likely To Linger Near 3%
- CBRE raised its inflation forecast, expecting inflation to linger around 3% into 2026 before easing in 2027.
- The firm views this as a sustained, not one-off, inflationary environment.