AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Nareit's REIT Report Podcast
Episode 437: CBRE’s Richard Barkham Sees New Real Estate Cycle Emerging in 2025
Jan 30, 2025
Richard Barkham, chief economist at CBRE, shares valuable insights on the emerging real estate cycle expected in 2025. He forecasts GDP growth around 2.3% for this year, signaling lower vacancy rates and rising rental growth. Barkham highlights a positive investor sentiment driven by past inactivity and a strong economic outlook. He also discusses trends across various real estate sectors, noting the resilience of retail and multifamily spaces. The thriving data center market fueled by cloud computing presents new opportunities as American cities revitalize.
16:54
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The economy is poised for a new real estate cycle in 2025, marked by declining vacancy rates and growing rental prices.
- Investor sentiment is optimistic, driven by strong GDP forecasts and a pent-up demand for portfolio adjustments after years of inactivity.
Deep dives
Positive Economic Outlook for 2025
The economy is projected to experience a GDP growth of approximately 2.3% in 2025, driven by strong consumer spending and corporate earnings. Several factors contribute to this positive outlook, including solid balance sheets within the consumer sector and robust real income growth. Although some areas are facing challenges due to higher prices, overall consumer sentiment remains strong, which will support corporate profitability. This economic momentum is expected to enhance the labor market as well, signaling the potential for a favorable year ahead.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode