Real Wealth Show: Real Estate Investing Podcast

Which Real Estate Sectors Are Most Vulnerable? | Moody’s Analytics Economist Explains

19 snips
May 1, 2025
Guest
Ermengarde Jabir
In this insightful conversation, economist Ermengarde Jabir from Moody’s Analytics analyzes shifting trends in the real estate market. She highlights the vulnerabilities in sectors such as commercial real estate, while shedding light on the surprising resilience of multifamily housing. Jabir discusses the impact of soaring interest rates, construction slowdowns, and changing housing preferences across generations. As she navigates the potential risks of inflation and recession, her insights offer valuable guidance for investors in these uncertain times.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Tariffs Raise Construction Costs

  • Tariffs increase raw material costs, causing developers to reconsider construction scale and location.
  • This pricing uncertainty affects multifamily housing projects already underway, risking higher costs and slowdowns.
INSIGHT

Multifamily Oversupply Skews Luxury

  • Most new multifamily construction targets high-end Class A apartments, causing oversupply.
  • Affordable Class B and C apartments remain scarce with very low vacancy rates.
ANECDOTE

Millennials Leaving Cities For Yards

  • Millennials still prefer suburbs and single-family homes as they start families.
  • They seek yards and good schools unavailable in dense urban apartments.
Get the Snipd Podcast app to discover more snips from this episode
Get the app