Beyond the Rate Cut with Economist Dr. Peter Linneman

The Federal Reserve cut interest rates for the first time in over four years. So, what does that mean for inflation, future rate cuts, and real estate?

In this episode, Trademark CEO Terry Montesi speaks with esteemed economist Dr. Peter Linneman about the impacts of rate cuts and why he says the Fed’s recent actions are “a year late and 150 to 200 basis points not enough.”

Plus, Dr. Linneman, known for his sharp analysis, weighs in on the factors he believes truly drive inflation and economic growth.

From inflation trends to interest rate trajectories in the current cycle, this episode explores the dynamics between policy and the retail, multifamily, and mixed-use real estate markets.

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Links:

Trademark Property

Linneman Associates

Terry on LinkedIn

Peter on LinkedIn

Topics:

(00:00:00) - Intro

(00:00:54) - Thoughts on the state of the economy

(00:19:31) - How vulnerable are RE asset classes to rate cuts?

(00:22:56) - Upward pressures on inflation

(00:26:53) - The Federal Defecit

(00:34:43) - How much will the election impact Real estate?

(00:42:07) - The state of the consumer

(00:47:44) - Predictions for Multi-family

(00:51:38) - Macro-trends for CRE