Willy was once again joined by Dr. Peter Linneman, live from Philadelphia, for the Most Insightful Hour in CRE.
They discussed the outcome of his 2024 forecast, interest rates, the Fed’s recent actions and what they signal for 2025, cap rates, how political shifts will influence the economy and CRE asset classes, the LA fires and the impact they’ll have on insurance costs, predictions for the year ahead, and much more.
Watch or listen to the replay.
Key Points In The Webcast:
00:00 Introduction
04:39 Recap of previous predictions
06:41 The Russian-Ukraine war on the US economy
08:00 How geopolitical conflict affects GDP growth
10:51 The long and short-term implications of a Trump presidency
14:21 Adjusting to inflation and tariffs as a political tool
17:58 Will tariffs reverse inflation?
18:44 Stop paying attention to minor factors
20:38 Expecting a 5% cap rate in 12-24 months
25:45 Understanding the transaction volume concept
27:13 Can deals continue with negative leverage?
30:48 Credit, loans, and the need for liquidity
35:32 Addressing the debt ceiling
38:14 Potential federal payroll cuts
42:27 What causes the deficit increase?
45:21 The U.S.’s debt payments
48:02 Is the progressive tax code necessary?
49:44 The effect of the California fires on insurance costs
52:19 Will the fires impact the cost of living?
57:37 Predictions on asset classes
01:01:21 Looking back on the economy 25 years ago
01:02:27 Where should you invest now?
01:05:18 Fed rate predictions
01:06:34 Dow, S&P, and crude oil forecast
01:07:53 President Trump and Elon Musk’s partnership
01:09:34 Consumer confidence in a Trump administration
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