Deconstructing CRE

Presentation Slides: Machine Learning and Finance

by Tim Savage | Jun 15, 2018

And now for something completely different…

Trade Wars: which real estate properties lose the most? ​

by Bill Wheaton | May 25, 2018

The recent U.S.-China rhetoric may turn out to be just that, but we should consider what such a war might do to commercial real estate.

Industrial automation may reduce net demand for industrial space

by Bill Wheaton | May 18, 2018

Will automation radically change the service sector's demand for space? U.S. manufacturing has been automating for decades—here we look at how robots and automation have impacted U.S. industrial space markets since 1990.

Unemployment lowest since 2000; slow wage growth cools bond market

by Nikhil Mohan | May 4, 2018

Monthly jobs reports continue to show a mixed economic picture. April's job gains were lower than expected, while unemployment fell due to 236,000 leaving the workforce. Wage growth slowed, despite the shrinking labor pool.

Presentation Slides: The wall of capital, and Emerging tech cities

by Tim Savage | May 3, 2018

Richard and I discussed capital flows and Live, Work, Play at the recent CBRE 2018 Multifamily Conference in Chicago. Download our slides.

Q1 GDP stronger than anticipated

by Nikhil Mohan | Apr 27, 2018

Q1 GDP growth of 2.3% came in under Q4's 2.9% but was quicker than the 2.1% consensus estimate. This better-than-expected performance came despite volatile stock markets and the announcement of potential tariffs on certain imports.

U.S. hotels' operating efficiency at its highest since 1960

by Jamie Lane | Apr 25, 2018

For U.S. hotels, achieving both revenue and profit gains is increasingly difficult. CBRE Hotels' Americas Research shares data and observations from its annual survey.

Multifamily to get big boost from new tax plan

by Tim Savage and Jing Ren | Apr 25, 2018

The recent tax reform will nearly double the number of markets in which the tax benefits of renting vs. buying are expected to increase.

Presentation Slides: Will this be the longest real estate boom ever?

by Tim Savage | Apr 20, 2018

Richard Barkham, EA’s Chairman and CBRE Global Chief Economist, recently addressed the National Association for Business Economists regarding the economic cycle and its current implications for CRE. Download here.

Is a Fiscal-Monetary “Collision” Imminent?

by Nikhil Mohan | Apr 6, 2018

A poorly timed fiscal stimulus—in the face of tighter monetary policy and an economy that has reached or is near its potential—could leave the economy weaker in the years to come.



U.S. Macro Outlook and Scenarios, Q1 2018

Fiscal stimulus to provide a modest boost to growth, and a mild cyclical downturn beginning mid-2019: EA's baseline and alternative forecast scenarios detailed here.

U.S. Interest Rate Outlook: 2018 and Beyond

The Fed Funds rate, the 10-year, debt pricing and more, this year and next. Read it here.


Deconstructing CRE

  • And now for something completely different...

    Jun 15, 2018, 09:39 AM by Tim Savage
    My recent presentation on machine learning and finance.  Enjoy.
  • May jobs report: Strong jobs gains across industries, with modest wage growth

    Jun 1, 2018, 14:30 PM by Nikhil Mohan
    May’s jobs report might signal that the U.S. economy, after modest growth in Q1, is back on the move despite geopolitical and trade tensions. Outsized gains in retail, construction and manufacturing suggest an economy that is firing on all cylinders. Although wage growth also beat expectations in May, at 2.7% year over year, it remains well below historic trends.

    Financial markets have been jittery lately over trade tensions and political unrest in Italy; the 10-year Treasury yield dipped below 2.8% on May 29. Stronger jobs numbers have pushed the yield back above 2.9%, however, and the dollar index has gained 0.2% as of today...
  • Trade Wars: which real estate properties lose the most? ​

    May 25, 2018, 14:42 PM by Bill Wheaton
    The recent U.S.-China rhetoric may turn out to be just that, but we should consider what such a war might do to commercial real estate...
  • Industrial automation may reduce net demand for industrial space

    May 18, 2018, 14:24 PM by Bill Wheaton
    Voices everywhere are suggesting that automation is about to radically change how the service sector works and generates demand for space. With U.S. manufacturing having been automating its processes for decades, we have just completed a study of how robots and automation have impacted U.S. industrial space markets since 1990...

Featured Articles

U.S. Macro Outlook and Forecast Scenarios, Q4 2017

Feb 13, 2018, 15:28 PM by Nikhil Mohan
The U.S. economy ended 2017 on a relatively strong note, its 2.3% GDP growth up from 2016's 1.5%. January’s impressive jobs report and jump in wage growth further demonstrated the domestic economy’s strength. The new tax plan should encourage firms to invest more in their factories and workers, likely pushing wage growth and productivity higher. Given the shrinking labor pool, job growth will moderate; overall, though, strong consumption spending, higher private investment and fiscal expansion will ensure solid growth in 2018. The investment environment for U.S. real estate remains attractive due to strong fundamentals and limited risk.

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