America‘s Commercial Real Estate Show Commercial Real Estate Market Forecast 2025 with Ryan Severino
25 snips
Jan 21, 2025 Ryan Severino, Chief Economist at BGO, joins the discussion to unveil insights on the commercial real estate landscape for 2025. He tackles the complexities of mortgage rates versus treasury yields, shedding light on economic policies impacting the sector. Tariffs and trade policies are explored for their influence on office spaces. Severino also delves into the implications of AI on energy demands in real estate, highlighting new investment opportunities amid market challenges. A must-listen for anyone interested in future trends!
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10-Year Treasury Anomaly
- The 10-year treasury rate's rise despite Fed rate cuts is unusual.
- This suggests bond market anxieties about potential inflation and policy decisions.
Tariffs as Negotiation
- Trump's tariff talk might be a negotiating tactic rather than a genuine policy intention.
- Similar tactics were used in his previous administration without significant economic damage.
Fed's Rate Cut Strategy
- Despite recent cuts, real interest rates remain positive and restrictive.
- The Fed likely understands this and will probably continue cutting rates cautiously.