The Market Commentary blog on reit.com presents analysis of the macro- and micro-economic fundamentals impacting the REIT and commercial real estate industry. The Nareit economics team offers their commentary on the state of the market, the outlook for commercial real estate and breaking macroeconomic news. The opinions set forth here are solely those of its author(s), and do not necessarily reflect the views of the Nareit or its membership.
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Commercial Property Update 2014:Q3
Sustained above-trend job growth is having a broad impact on commercial property markets. Demand for rental housing has accelerated this year, allowing the apartment sector to absorb a significant increase in new supply with little impact on vacancy rates.
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Challenges and Opportunities for Commercial Real Estate in 2015
The outlook for commercial real estate markets and REITs has continued to evolve as the overall macroeconomic recovery matures. It is important to keep in mind just how much the momentum has changed. Two years ago, for example, the consensus outlook among the economists surveyed by the Wall Street Journal anticipated job growth averaging 160,000 per month. In January 2015, this panel expected job growth of 230,000 per month. It is certainly good news that after several years of disappointments, the economy finally appears to be hitting its stride.
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Economic Update (May 18, 2012)
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Economic Update (May 30, 2012)
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Economic Update (July 6, 2012)
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Economic Update (August 1, 2012)
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Economic Update (August 16, 2012)
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Commercial Property Update 2012:Q2 (August 3, 2012)
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Commercial Property Update 2012:Q3 (November 6, 2012)
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Economic Update (December 13, 2012)
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Commercial Property Update 2012:Q4 (February 7, 2013)
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Economic Update (February 28, 2013)