Economy
From interest rates to inflation, understand the impact of macroeconomic trends on the real estate capital markets.
The Beyond Insights series aims to deliver timely economic and market-driven insights to better inform your commercial real estate investment decisions.
Markets
From local market rents to cap rates, catch up on the latest capital markets insights.
Learn moreU.S. ECONOMIC MACRO COMMENTARY & INSIGHTS
A Dual Mandate Double Feature
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historical cpi & core cpi
Quarterly market update
The Beyond Insights Quarterly Market Update that most major U.S. housing markets are undersupplied due to population growth, affecting the balance between housing supply and demand.
A Dual Mandate Double Feature
The job of the Federal Reserve is straightforward: keep the U.S. economy on solid footing with good growth. Through the Federal Open Market Committee, the Fed sets monetary policy with two goals in mind – maximum employment and stable prices – commonly known as its “dual mandate.” This week’s economic prints exhibited a dual mandate…
Powell Holds Rates Steady, Trump Nominates Replacement Chair
Recent headlines surrounding the Federal Reserve have varied. On the monetary policy front, macroeconomic conditions appear solid, with tariff-driven inflation concerns largely overstated and unemployment holding steady. Away from economic fundamentals, Chair Powell continues to face political pressure as his term as Fed Chair nears its conclusion. The Federal Reserve held its first meeting of…
The State of the Union in Agency CMBS
Commercial real estate capital markets, particularly in the multifamily space, are taking the “new year, new me” mantra very seriously. Liquidity is bountiful in the space; trading spreads have tightened significantly; and a regime change is on the horizon at the Federal Reserve. The Federal Housing Finance Agency (FHFA) increased agency multifamily loan purchase caps…