Trends & Insights: The Future of Commercial Real Estate How ‘not your typical cycle’ defines 2025’s commercial real estate market
Jan 16, 2025
Industry experts Brian Klinksiek, Global Head of Research and Strategy at LaSalle Investment Management, and Ben Breslau, JLL’s Global Chief Research Officer, delve into the shifting landscape of commercial real estate for 2025. They stress the unique nature of current cycles, warning against historical comparisons. Topics include the rise of data centers, the boom in specialized housing, and the potential of industrial outdoor storage. They also offer insights on emerging markets and evolving office dynamics post-COVID.
AI Snips
Chapters
Transcript
Episode notes
Atypical Cycle
- The commercial real estate market in 2025 is unlike anything seen before.
- Experts caution against applying historical patterns to this unique cycle.
Unique Economic Conditions
- Applying prior easing cycles and policy rates to the current market will lead to incorrect conclusions.
- The current economic environment is unprecedented.
Global Capital Markets
- Real estate capital markets operate differently around the world, creating unique cycles.
- The repricing in transaction markets and lagging bond markets is turning around in major developed markets.