Ryan Severino

Ryan Severino, Chief Economist at BGO, joins the discussion to unveil insights on the commercial real estate landscape for 2025. He tackles the complexities of mortgage rates versus treasury yields, shedding light on economic policies impacting the sector. Tariffs and trade policies are explored for their influence on office spaces. Severino also delves into the implications of AI on energy demands in real estate, highlighting new investment opportunities amid market challenges. A must-listen for anyone interested in future trends!

In this enlightening discussion, Ryan Severino, Chief Economist at BGO, David Rea, Chief Economist at JLL, and Alberto Lopez, Global Forecasting Director at JLL, delve into the state of AI in commercial real estate forecasting. They explore how AI enhances predictive models but emphasize the critical need for human insight in interpreting data. The trio tackles the challenges of data quality and outlines the future of AI-driven analytics. Real-world examples illustrate the significance of sound methodologies and the evolution of market trend forecasting.

Ryan Severino, BGO's Chief Economist, discusses the timing of rate cuts by the Federal Reserve, potential impacts on a cooling economy, and risks of cutting too little. Topics include inflation management, office market dynamics, and caution against aggressive rate cuts on troubled assets to prevent financial crises.