Anthony Paolone

In this discussion, Anthony Paolone, Co-Head of REITs & Real Estate Services Equity Research at J.P. Morgan, shares his insights on the unexpectedly strong U.S. housing market amid rising interest rates. He delves into the impacts of tariffs and immigration policies on construction costs and builder profits. The conversation also covers the hurdles faced by homebuilders and the nuanced recovery in commercial real estate, while examining the driving forces behind the frozen housing market and the future implications of GSE privatization.

Phoebe White, Head of U.S. Inflation Strategy, and Anthony Paolone, Co-Head of U.S. Real Estate Stock Research, analyze rent inflation trends post-pandemic. They discuss supply trends, varying rent increases, and the impact of wage inflation on rental affordability.