News by Topic : Macroeconomic fundamentals

  • 12/14/2017

    What to Watch in the Economy and Real Estate Markets in 2018

    The macroeconomy and real estate markets had a good performance in 2017. That may well continue into 2018, but there are several risks that might cause a change in the outlook.

  • 11/21/2017

    FFO of all REITs Declined in Q3, but Firm Fundamentals Point to Future Growth

    The fundamentals for the REIT industry remain firm, which gives us some confidence that the recent decline in FFO is a short-term dip amidst a longer-term trend of mostly solid growth.

  • 10/4/2017

    Data Center REITs: Hosting the Cloud, Here on Earth

    Data centers house the servers and network equipment that make modern communications possible, including the Internet and data transmitted by cell phones. 

  • 9/27/2017

    Update on Commercial Mortgage Lending: Not Too Hot, but Not Too Cold Either

    Excessive debt growth is a warning sign of an overheating real estate sector. Growth of commercial mortgage debt has been modest, however, at only half the pace of the prior cycle. Banks have been the mainstay of lending, but life insurers have shown increased appetite for commercial mortgages, and net issuance of CMBS turned positive in the second quarter. 

  • 9/19/2017

    How Will Apartment REITs be Impacted by New Construction?

    Vacancy rates are likely to remain low as adult members of shared households eventually strike out on their own. However, that the process may take longer than anticipated. 

  • 9/8/2017

    Construction Activity Begins to Slow, Boosting the Outlook for REITs and Real Estate

    REITs and other owners of commercial properties are likely to benefit from a favorable balance of supply and demand in the months ahead.

  • 8/3/2017

    Commercial Real Estate Markets Have Settled in for the Long Haul

    Commercial real estate markets appear to have settled in for the long haul. New supply and the growth of demand are roughly balanced in most property sectors, vacancy rates are stable and rents growing modestly.

  • 4/11/2017

    What’s the Outlook for New Construction? A Peak at REIT Development Pipelines in Q4

    The $64 million question in commercial real estate today is whether or not the sector is past its peak and headed for a slowdown.

  • 1/24/2017

    Positive Signs for REITs: Commercial Real Estate Ends the Year on Solid Note

    The data show positive fundamentals entering the New Year. Supply remains in check, and demand growth is sustained, despite some bumps along the way. 

  • 11/2/2016

    Renter Nation? Rising Home Ownership Gives Some Competition to Multifamily REITs

    The apartment market has been riding a wave of robust demand and rapidly rising rents for the past several years, pushing multifamily into the leading ranks of commercial real estate. Recently, however, there have been some signs of softening.