Willy was joined once again by renowned economist Dr. Peter Linneman for the Most Insightful Hour in CRE. They unpacked key takeaways from the Q2 Linneman Letter, including employment data, tariffs, GDP, oil, geopolitical impacts, supply chain issues, the Fed, single and multifamily supply, hot markets, and much more.
Key Points In The Webcast:
00:00 Introduction
00:36 General takeaways from Sam Zell’s conference
03:16 Changing outlook on leasing rates, financing, and sales
04:36 The factors driving the office market
06:56 Rising DC office occupancy rates
08:12 Breaking down government employment data
09:50 Porsche and Daimler-Benz quarterly sales volume
12:28 Concerns on profligate government spending
17:09 What does $65 per oil barrel mean for the GDP?
18:46 An explanation on raised CPI
22:20 Predictions on Fed rate cuts
24:25 Construction trends and raw material costs
28:01 Are we benefiting from GDP growth?
31:49 The difference in real estate prices: Pre vs. post-COVID
36:29 Why are more people spending on home renovation?
38:29 Circumnavigating NIMBYism
41:58 How Houston and LA address homelessness
42:53 A message on the Texas flooding
44:15 The Bureau of Labor Statistics study on unemployment
46:56 The New York Fed study on reduced credit scores
51:01 Walmart and Amazon doing great numbers
52:08 How Dr. Linneman chooses multifamily markets
56:00 Selling portfolio in Detroit
57:17 Landlords pushing for occupancy vs. rent
01:00:43 The current LREI and what it means for cap rates
01:06:04 Nvidia’s rising market cap and last quarter’s predictions
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