Willy and renowned economist Dr. Peter Linneman took their quarterly discussion to YPO’s Real Estate Multi-Family Symposium.
They covered the hottest topics shaping the economy – tariffs, Fed cuts, inflation, GDP,employment, debt, the stock market, and so much more.
Don’t miss this timely update from two of the greatest minds in the CRE industry.
Key Points In The Webcast:
00:00 Introduction
01:17 Three different outlooks: Which is true?
03:35 Normalized mistakes and $11 billion moving out of equity
05:42 The math on tariffs: In depth
12:03 How President Trump’s order caught the markets by surprise
13:59 The inflationary impact of tariffs
17:01 Scott Bissett taking action
18:16 Did Japan and China impact the current market?
24:24 How oil affects the consumer price index
25:34 Actual unemployment numbers and the labor pool
27:43 Consumer sentiment: Overall picture
30:36 Will the market balance eventually?
32:36 The state of single-family supply
35:11 Why consumers will stay in multifamily
37:44 The real per capita net wealth: Then vs. now
38:18 The improvement on debt-to-cash flow ratio
39:24 Credit card debt and predictions
43:10 Extension of Trump’s tax credits
44:15 The small impact of tips
46:31 Dissecting the massive cash cushion
50:19 Isn’t now the time to be contrarian?
51:09 Super Bowl predictions
52:14 Change in outlook regarding office spaces
53:23 Dr. Linneman’s opinion on retail
54:46 A sneak peek of the next episode
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