Population growth, inflation, and increasing demand for apartments point to continued economic heat at the start of 2025, but the pressures of debt costs have also risen as the CRE market comes to terms with the prospect of continued high interest rates.
Sources discussed in this episode:
Bureau of Labor Statistics: “Consumer Price Index, Dec. 2024 (up 2.9% YoY)” - https://www.bls.gov/news.release/cpi.nr0.htm
J.P. Morgan: “December 2024 jobs report: 256,000 jobs added, a strong finish to the year” - https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-december-2024
NAHB: “U.S. Population Grows at Highest Rate Since 2001” - https://eyeonhousing.org/2025/01/u-s-population-grows-at-highest-rate-since-2001/
MSCI: “Real Estate in Focus: 2025 Trends to Watch” - https://www.msci.com/www/blog-posts/real-estate-in-focus-2025/05250339676
Florida Atlantic University: “Data Analysis: Banks at Risk Despite Declining Interest Rates” - https://www.fau.edu/newsdesk/articles/banks-commercial-real-estate-risks-losses.phpThe Wall Street Journal: “FTC Prepares to Sue Largest U.S. Apartment Landlord Over Hidden Fees” - https://www.wsj.com/real-estate/ftc-prepares-to-sue-largest-u-s-apartment-landlord-over-hidden-fees-528c776e
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DISCLAIMERS: This video does not constitute professional financial advice and is for educational/entertainment purposes only. This video is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.
