Mid-Year 2025 Market Recap: 100% Bonus Depreciation, supply/demand

****For an academic understanding of cap rate movements, check out minute 17 from this video here: https://youtu.be/ueCl6Zyl16o

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In this semi-annual market report, we review the performance and trends in the commercial real estate market, particularly focusing on the gradual decrease in Cap Rates and its implications on asset prices. Key market changes include the impact of tariffs, progress on tax reforms, and fluctuations in interest rates. The discussion touches on investment opportunities in different asset classes such as private equity, multifamily housing, and newer developments versus distressed assets. It also covers anticipated movements in apartment rents, absorption rates in various markets, and the broader economic impacts of the recent Presidential election and legislative changes. Finally, the video provides insights into current investor interests based on a 2025 survey and emphasizes the importance of strategic investment during periods of market uncertainty.

00:00 Introduction and Market Overview

00:28 Upcoming Events and Opportunities

01:43 Market Recap and Tax Bill Implications

02:32 Understanding Cap Rates and Market Trends

04:25 New Tax Bill Details and Impacts

20:28 Interest Rates and Market Corrections

22:50 Supply and Demand in Real Estate

29:18 Investor Strategies and Market Predictions

33:18 Ultra High Net Worth Investor Insights

35:45 Market Recap Replay and Analysis

50:50 Market Trends and Predictions

52:19 Diversification and Market Cycles

53:12 Impact of Inflation and Interest Rates

57:10 Commercial Real Estate Insights

01:01:23 Supply and Demand Dynamics

01:11:30 Insurance and Natural Disasters

01:15:46 Election Impact on Economy

01:36:31 Investment Strategies and Survey Results

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