Research

Our goal is to keep you up-to-date on market evolutions, so together we can proactively maneuver obstacles and capitalize on opportunities.

2 days ago

Discounts, Dining and Groceries Help Boost Sales to All-Time High

Read more here: https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:a3ba8598-d011-49bf-9c1b-ed539b4ae073

Aug 8

Rising Joblessness Puts Pressure on theFed to Stay on Course for a Soft Landing

Read more here: https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:7f169799-42bf-444b-8d75-2b3e8e9b3a51

Aug 1

Soft Landing Outlook Gains FurtherCredence from GDP, Aiding Real Estate.

For more information: https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:87a093c9-74d9-4a6d-93ec-0c0f366ef0ba

Jul 23

Consumer Resiliency Apparent Despite Pullback in Discretionary Spending

Read more here: https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:b2c92c89-c36d-41b6-836e-abb8022c9382

Jul 18

Inflation readings heighten probability of rate cut.

Read more here: https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:08988f34-957a-431a-ae1c-2865a8e868fd

Jul 11

Employment data lend credence to 2024 rate cut possibility.

Read more here: https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:e35f1c08-b841-4f1c-9b53-01a07d97d553

Jul 2

Retail Retains Status as the Least Vacant Property Sector as Strong Fundamentals and Consumer Resiliency Help Brace Against Potential Headwinds

For more information: https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:9a0d5d74-5782-42a4-ae01-6376d28bd3cc

Jun 25

Office Performance Remains Fragmented,Driven by a Variety of Company Approaches to Office Usage

For more information: https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:8c4e15e1-0419-4161-8d15-4f5c10a4b3cb

Jun 4

Inflation readings for April were cooler, which might help ease concerns about the economy re-accelerating too quickly.

https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:b31af9d0-1937-4833-acfc-a18afff3e352

May 23

Benefits of net-lease investment outweigh hurdles.

https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:d0855ba7-dd58-461c-9a98-fc7a42e0a49c

May 7

May 2024 Special Report

Debt and Distress FAQ's https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:91102642-a76e-4a13-8682-aa8f29c6d3ae

Apr 16

Unexpected Jump in Prices May Push Rate Cut Timeline

Fed cuts may be delayed. Bumpier CPI inflation has pushed back Wall Street expectations for the Federal Reserve to begin cutting interest...

Apr 11

Immigration, Federal Aid Key Drivers Behind March’s Strong Hiring

Read More: https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:22e10b32-f852-4839-8997-9d85be86e714

Mar 28

Inflation trends cloud Fed's path

Still-elevated inflation is leading Wall Street participants to delay expectations for the Federal Reserve to start cutting interest...

Mar 21

Consumer budget tightening can have various impacts on retail assets, depending on the nature of the assets and consumer behavior.

Read More: TVG_24_03 Retail Sales Research Brief.pdf

Mar 12

The notion of resilient job growth coupled with an increase in unemployment might seem paradoxical at first glance, but it can indeed signify a positive trend under certain circumstances.

Read more here: https://mcusercontent.com/2158c002d25b7fb4a1f5a932f/files/0b73ea85-95d2-0508-9027-2fb5ecc77002/TVG_24_03_Employment_Resea...

Feb 27

Necessity-Driven Spending Underscores Tight Vacancy for Retail Subsectors

Feb 20

Inflation metrics present mixed bag

While Challenging for the Fed, Strong Demand for Services is a Positive Sign for CRE 24_02 Inflation Research Brief.pdf

Feb 8

Hiring and stricter in-person policies a welcome sign for offices.

https://mmreis-my.sharepoint.com/:b:/g/personal/rj_vara_marcusmillichap_com/EcY391grVF9BlnLP6TxpOGsBCmWH9JVFJimRhj5qEacKsQ?e=5R0RI6

Feb 1

2024 Office Investment Forecast

https://mmreis-my.sharepoint.com/:b:/g/personal/rj_vara_marcusmillichap_com/EfxzrdVhdPRJiL5fv34ZE1gBw9IgLfAr-C20c-H6btS4tw?e=eeRbsC