WHY SOME INVESTORS ARE RAMPING UP ACTIVITY WHILE OTHERS HAVE YET TO DEPLOY CAPITAL
Is Now The Time For CRE Investors To Reengage
- Many investors are still waiting for clarity as others begin to reengage the market
- Competition is heating back up for certain property types and product niches, headlined by industrial and retail
Cautious Investors Waiting For Certainty
- Investors still on the sidelines await positive leverage and economic clarity
- Less risk adverse investors are focusing on property CRE space demand drivers that will likely build momentum
CRE Performance and Demand Often Exceed Perception
- Property fundamentals are stronger than many perceive
- Despite minor softening in apartment and industrial demand, the long-term outlook remains positive, with absorption beginning to build momentum
*Employment and retail sales through February; Real disposable income through January
Adjusted for inflation using January 2023 Core PCE
Sources: Marcus & Millichap Research Services, BLS, Federal Reserve
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