Latest Real Estate Economic Updates

Why Hasn't the Distress Been Worse?

  • Mike Lembeck
  • 23 March 2024

It may be that things will be good for a time, but possibly not for that long. The office market is leaving many CRE professionals, economists, policymakers, and others scratching their heads. Refin...

Lenders Wrestle With Extend and Pretend

  • Mike Lembeck
  • 16 March 2024

Office is in particularly bad shape as some value losses exceed half and lenders lack the reserves to absorb losses. During the global financial crisis, with a “severe lack of liquidity” ...

Fed Admits It Was Wrong – Kind Of

  • Mike Lembeck
  • 09 March 2024

 During the pandemic recovery, inflation reached the highest rates in 40 years, largely driven by the Federal Reserve’s excessive monetary policy. The Fed got “behind the curve”...

Rethinking the Latest Inflation Data

  • Mike Lembeck
  • 24 February 2024

CRE investors should look to add value, think long term. When the headline CPI number on a year-over-year basis fell 30 basis points to 3.1% last week, it delivered a mixed message, according ...