Economists View
Economist’s View: The Coming Golden Age of Asset Management
With interest rates rangebound, BGO’s Ryan Severino foresees a comeback for income returns.
The Biggest Risk CRE Investors Face
Avoid “shiny objects” that distract you from long-term fundamentals, says CPE columnist Peter Linneman.
Quieting the Urban Doom Loop Narrative
CRE executives can look to history for a guide out of the current conundrum.
Why the Fed’s Interest Rate Hikes Haven’t Slowed the Economy
Here’s the surprising reason pointed out by CPE columnist Peter Linneman.
Economist’s View: Why Recession or No Recession Is Not Up to the Fed
Is this what a soft landing looks like?
Economist’s View: Inflation Is Not as Bad as the Fed Thinks It Is
The picture has rapidly improved, according to our economics columnist.
Economist’s View: Why the Old Rules May Not Apply Today in CRE
Major disruptions, like AI and work from home, are shaking long-standing assumptions, according to columnist Hugh F. Kelly.
Is Economic Long COVID What’s Ailing CRE?
“The Fed’s rhetoric of an overheated economy is simply wrong,” says Peter Linneman in his May column.
Economist’s View: Why the Fed Will Keep Raising Interest Rates
Count me on the “bearish” end of the spectrum when it comes to real estate expectations in 2023.
Economist’s View: The Fed’s Misguided Path on Interest Rates
Why the central bank’s war on inflation is not just wrongheaded, but harmful.