Lower Interest Rates “Paving Way for Invigorated CRE Investment”

Institutional Property Advisors: “Interest Rates Trend Lower, Paving Way for Invigorated Commercial Property Investment” This research brief roughly summarizes a lot of what’s being expected and projected in the CRE market: Expecting: A rate cut. Projecting: Lower borrowing costs. Etc. Could it be a 25 basis point or 50 basis point rate cut? Will Ten-Year…

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Multifamily Inflection Point? Recession vs. Soft Landing

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While recent stock market volatility brought about strident calls for relief from the Fed, longer-term trends like the steadily lower yields for Ten-Year Treasuries since May, consistently lower inflation numbers since March, and a slowing labor market are equally if not more persuasive indicators that an interest rate reduction would be appropriate. CRE sales remain…

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Gray Report Newsletter: August 15, 2024

CPI Breakthrough Bolsters CRE Investor Confidence The Consumer Price Index recorded inflation at 2.9% year-over-year, the lowest amount since March 2021, which continues the long progress of decreasing inflation that many CRE investors are linking to a potential interest rate cut from the Federal Reserve in September. While recent stock market volatility brought about strident…

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Stock Market Whipsaws While Apartment Market Stabilizes

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Weaker jobs numbers, rising Japanese interest rates, AI bubble fears, and election-year uncertainty are among the many factors posited as the cause of the stock market’s steep declines this week, and the lengthy period of elevated interest rates in the United States has helped create this fragile economic environment more vulnerable to recession. A major…

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Gray Report Newsletter: August 8, 2024

Stock Market Selloff = Rate Cut Certainty? Weaker jobs numbers, rising Japanese interest rates, AI bubble fears, and election-year uncertainty are among the many factors posited as the cause of the stock market’s steep declines this week, and the lengthy period of elevated interest rates in the United States has helped create this fragile economic…

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Podcast: Household Growth and the Apartment Market

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Listen to the latest episode of The Gray Report Podcast and stay up to date on the most important news and research in the multifamily industry, commercial real estate, and the economy. The Gray Report on Spotify The Gray Report on Apple Podcasts

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Gray Report Newsletter: August 1, 2024

Fed Rate Cut “On the Table” Next Month, Clear Path for Multifamily Rebound Federal Reserve Chair Jerome Powell has opened the door to potential reductions in the Federal Funds rate in September, even though the Federal Reserve decided to keep rates steady at present. In the multifamily market, rents growth continues to be sluggish, but…

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