Latest Real Estate Economic Updates

Soft Landing? Five Risks Could Derail It

  • Mike Lembeck
  • 08 October 2023

During the fall of 2022 and into 2023, many economists were convinced that the U.S. was headed toward a recession. The question was timing, length and severity. But fast-forwarding about a year, ...

Charge-Offs of Bank CRE Office Loans Surge

  • Mike Lembeck
  • 06 October 2023

Delinquency and default rates have returned to the heights of 2020 Q4. Understanding how well or badly the office market has been doing has become a challenge, at least when closely watching the dail...

Fed Execs Signaling Ongoing High Rates

  • Mike Lembeck
  • 04 October 2023

Cloaked in the language of ‘things are better, but’ the message is that tight monetary policy could be indefinite. Even as such high-profile economists as Janet Yellen, Paul Krugman, and ...

The State of CRE Debt

  • Mike Lembeck
  • 03 October 2023

Borrowing costs, capital flows, pool of lenders, seller financing, and more. Discussions about debt have become largely up-and-down discussions. Things are better or, more often these days, things ar...