"The only certainty in the outlook is uncertainty...that really makes me nervous because when it comes to uncertainty, it doesn't just affect business investment to different varying degrees, but it also impacts the labor market." - Ryan Sweet, Chief US Economist, Oxford Economics
Thanks for joining our webinar with Oxford Economics last week!
Why we partnered with OE: Their data-driven approach to CRE market analysis aligns with how we teach our program participants to think critically about real estate fundamentals. You can replay the full session on our YouTube channel.
Who we are: CRE Analyst develops commercial real estate professionals through intensive skill-building programs. We focus on teaching people how to think, not just process. We are real estate investors first, and want to elevate this industry by supporting the hungry and curious professionals in it. Connect with us on LinkedIn, subscribe to our Quick Hits Newsletter, or email us directly by replying here.
Our goal was for you to walk away with at least one new insight, based on feedback from the participants, we can say mission accomplished. Our five key takeaways from the session:
Tariffs are here to stay - expect real, varied impacts across markets and asset classes.
The Fed will be reactive, not proactive - focus on longer-term trends rather than short-term shocks (like oil price spikes).
- CRE sentiment has lagged but we remain an optimistic industry.
- Sentiment varies by market - local dynamics matter more than ever.
- Forward returns look positive but not at the levels many became accustomed to last cycle.
Dig deeper: Many of you were curious to learn more about Oxford Economics' sentiment index. Here’s a link to their report that dives deeper into this.
Thanks again for your time. Looking forward to connecting.
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