EP22 - CRE 2024 - Not Negative?

In last week’s CREFC conference, a panelist perfectly captured the initial CRE outlook for 2024 as “not negative.” There’s just as much in those two words as what’s not being said.

In this week’s podcast episode, we recap key themes for the 2023 CRE market, including the importance of monetary policy, the potential potency of technology, and saw capital and credit concerns overshadowing positive factors. Looking ahead to 2024, we discuss the latest macroeconomic indicators covering jobs, inflation, consumer credit, construction spending, rates expectations, and more!

For a more in-depth recap of 2023's trends, check out the US Monthly Market Update insight article.