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.
Moderate Jobs Growth Beats Estimates, but Downward Revisions Signal Labor Market Weakness
The May Nonfarm Payrolls and Unemployment prints were released on Friday morning—U.S. job growth moderated in May, and the prior months were revised lower. Nonfarm payrolls increased by 139,000, beating market expectations of 126,000, and the unemployment rate remained steady at 4.2%. The payrolls figure was dual sided: the figure driven by strength at service…
Agency CMBS Spreads Tighten to Pre-Liberation Day Levels
Agency Commercial Mortgage-Backed Securities (CMBS) spreads have tightened significantly in May, following early April widening. Strong demand for Agency CMBS paper has driven spreads to tighten to pre-Liberation Day levels across tenors. The supply of new-issue Agency CMBS has been light so far in the month of May, averaging less than half the $1.5 billion…
Agency CMBS Spreads Find Stability in Turbulent Bond Market
Agency CMBS spreads have found stability in the market following early April widening. Strong demand for Agency CMBS paper has driven spreads to tighten ~5bps across tenors this week and deals with full-term interest only structures are trading even tighter. Supply of new issue Agency CMBS has been light over the past two weeks, averaging less…