Peter Linneman
New Study Aims to Crack Cap Rate Code
The model is based on the unemployment rate and the flow of commercial mortgage debt, metrics that are a proxy for U.S. economic performance and capital flows into commercial real estate.
Why the Yield Curve Is Not the Bellwether It Used to Be
The entire government debt market is so manipulated by the Fed and major foreign governments that the yield curve no longer says much about market beliefs, according to Dr. Peter Linneman.
CPE’s Top 5 Posts in April
Miss any of our articles? Catch up with five of our most popular posts for the month.
In the Next Downturn, Public Markets Will Be CRE Investors’ Best Bet
Those expecting to hunt for discounts during the next down cycle should get up to speed now on REITs, contends Dr. Peter Linemann.
Real Estate for the Long Run
Current market conditions and history favor investors with upper single-digit return expectations over a 10-year hold and an ample debt coverage cushion.
The Impact of Tax Reform
Dr. Peter Linneman examines the biggest effects the Tax Cuts and Jobs Act will have on the commercial real estate industry.
Economist’s View: How Long Can This Go On?
We continue to monitor the U.S. economic cycle, using both a wide variety of economic statistics as well as what we’ll call qualitative “canaries.” Taken as a whole, these analyses suggest we are in the bottom of the sixth inning, with no recession expected until 2019.