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September 2025 Inflation Report graphic highlighting CPI at 2.9%, Core CPI at 3.1%, e-commerce growth sustaining small-bay industrial demand, and reduced bank funding costs encouraging lending.

Inflation Above Target as Fed Prepares to Cut | September 2025 Inflation Brief

Headline CPI rose 2.9% and Core CPI 3.1% in August. The Fed cut rates in September, signaling relief ahead for CRE even as cost pressures persist.

Research Brief

Sep 26

Cap Rates Set to Ease | September 2025 Cap Rate Report

Transaction activity, not just interest rates, is driving cap rate trends. With $200B+ in capital and $960B in upcoming debt maturities, cap rates may ease in the months ahead.

Research Brief

Sep 12

August 2025 Retail Sales Report graphic showing 4.4% YoY core retail sales growth, record grocery sales, and restaurant spending decline.

Retail Sales Growth Slows as Tariffs Hit Consumers | August 2025 Retail Sales Report

Core retail sales rose 4.4% year-over-year in July, but inflation-adjusted spending dipped as households cut back on discretionary categories. Grocery stores hit record highs while restaurant and bar spending fell again, highlighting shifting consumer priorities that could reshape retail and CRE strategies in the months ahead.

Research Brief

Aug 29

Women shopping in a boutique with bags; July 2025 Retail Sales Report highlighting core retail growth, online spending, and sector shifts

July 2025 Retail Sales Report: Consumer Resilience, Evolving Demand

Core retail sales grew 4.1% YOY in June, with consumers prioritizing essentials, dining, and e-commerce. Discover what this means for CRE strategy.

Research Brief

Aug 1

U.S. Capitol with July 2025 Tax Reform stats on bonus depreciation, 1031 exchanges, and estate tax exemption extension.

July 2025 Tax Reform: CRE Incentives Extended and Strengthened

The newly passed “One Big Beautiful Bill” extends bonus depreciation, protects 1031 Exchanges, and increases estate tax exemptions — restoring clarity for long-term CRE planning.

Research Brief

Jul 9

Boxes being loaded into delivery van, overlaid with key June 2025 financial market stats: Fed Funds Rate, unemployment, and e-commerce growth.

June 2025 Financial Markets Report: Rates Hold, CRE Strategies Adjust

The June 2025 Financial Markets Report highlights steady interest rates, low unemployment, and surging e-commerce activity—key signals for CRE investors.

Research Brief

Jun 24

June 2025 Inflation Report Graphic with Core CPI and CRE Sector Trends

June 2025 Inflation Report: Service Sectors Continue to Guide CRE Demand

The June 2025 Inflation Report highlights stable pricing and growing demand in medical office and service-based retail sectors as services inflation persists.

Research Brief

Jun 20

June 2025 Employment Report Graphic with Retail and Labor Highlights

June 2025 Employment Report: Labor Holds, Rate Relief Uncertain, CRE Stirs

The June 2025 Employment Report highlights labor strength, delayed rate relief, and early signs of CRE market activity returning.

Employment Report

Jun 13

May 2025 CPI Input Utility CRE Report Graphic

May 2025 Inflation Report: CPI, Input Prices, Utility Costs—What’s Next?

Explore the May 2025 Inflation Report: CPI remains stable, but input and utility cost increases suggest rising pressure on CRE operations.

Research Brief

May 30

May 2025 Employment Report: CRE Trends Shaped by Jobs and Trade Shifts

The May 2025 Employment Report CRE Trends indicate ongoing labor market strength and emerging shifts in commercial real estate demand, particularly across industrial and retail sectors

Employment Report

May 15

VIDEO: Financial Market Whiplash vs CRE Investment Durability

- Unpredictable trade policies sustain elevated recession and inflation risk - CRE’s inflation resistance and low - Durability of CRE yields and impending tax benefits particularly attractive

Research Brief

Apr 14

2025 Office National Investment Forecast

Research Brief

Mar 12

DOGE Efforts Yet to Hit Bottom Line as Private Sector Hiring Supports Real Estate

Research Brief

Mar 12

Job Growth, Interest Rates, and Trade Shifts: Key Economic Trends to Watch in 2025

Job market stays strong – 143K jobs added in January, with health services and retail leading the way. Interest rates hold steady –...

Employment Report

Feb 13

Stronger Hiring Supports Property Performance, Complicates Investment

Strong Hiring Momentum : December 2024 recorded 256,000 new jobs, marking the best month since March and capping the year with 2.2...

Employment Report

Jan 16

Financial Markets & Election Update

In November 2024, the Federal Reserve cut the overnight lending rate to 4.5 percent. President-elect Donald Trump’s potential tax cuts...

Research Brief

Nov 19, 2024

Despite Soft Hiring, Consumer Resiliency Aiding Multifamily and Retail Properties

Read more here: https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:e2bca0c8-008b-46ec-8353-5e3a7b7b6509

Research Brief

Nov 6, 2024

Job Growth Hits a Six-Month High, Likely Guiding the Fed Toward a Gradual Path

Read more here: https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:ceb681ac-4779-4859-b840-00f74267460a

Research Brief

Oct 8, 2024

Long-Awaited Cut Has Positive Implications for Commercial Real Estate and Consumers.

Read more here: https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:878222dc-52bc-4233-9447-9604d6760960

Research Brief

Sep 24, 2024

Eases in Pricing and Hiring Pressures Pave Way for First Steps Toward Lower Rates

Read more here: https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:9f428bc2-f589-4873-8be8-26fb469cbc42

Research Brief

Sep 17, 2024