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Cash Flow Connections - Real Estate Podcast
From The Archive: The Future of Commercial Real Estate: Office Market Distress, Suburban Migration, and Build-to-Rent Opportunities - E997 - TT
Jan 14, 2025
Richard Barkham, Global Chief Economist at CBRE, shares insights on the evolving landscape of commercial real estate. He discusses the challenges faced by the office sector post-COVID and how companies are redefining spaces. Richard also highlights demographic shifts driving growth in the Sun Belt, boosting the multifamily market. Analyzing build-to-rent opportunities, he explains why this sector is poised for long-term success amid suburban migration trends. His expertise sheds light on the cautious optimism banks hold despite high vacancy rates.
39:10
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Quick takeaways
- Demographic shifts, particularly the migration to Sunbelt states and the aging population, are driving multifamily housing demand and opportunities.
- The office sector is evolving post-COVID, influencing companies to adjust their footprints amid persistent high vacancy rates.
Deep dives
Current Economic Landscape and Soft Landing
The global economic landscape is outlined as experiencing a soft landing despite significant interest rate hikes aimed at combating inflation. The actions taken during the pandemic, combined with government spending, have helped mitigate potential recessions, resulting in continued consumer-led economic growth. This recovery is favorable for real estate, as stable job markets encourage demand in commercial real estate sectors. While challenges persist in places like China and the European car market, the overall outlook remains positive for sustained economic growth.
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