Monthly Archives: March 2022

April’s Cooler Inflation Readings Mitigate Economy’s Re-Acceleration Concerns

2024-05-24T12:22:12-05:00May 24, 2024|Special Report|

Key CPI measures resume descent. Annual growth in the headline and core consumer price indices — the latter of which omits food and energy — lowered to 3.4 and 3.6 percent in April, respectively. While bumpy inflation over the last few months curbed Wall Street expectations for near-term overnight lending [...]

Consumer Durability and Limited Vacancy Continue to Facilitate Broad Demand for Single-Tenant Space

2024-05-22T15:17:27-05:00May 22, 2024|Special Report|

The net-lease sector remains well positioned as an expectations-exceeding labor market is supporting real-term increases in retail spending. This dynamic is aiding patronage at stores and fueling retailer demand for space, with the single-tenant sector ranking as the least vacant commercial real estate segment. Should these trends continue amid a [...]

Brick-and-Mortar Sales Overshadow Drop in Core Retail Spending

2024-05-20T14:48:34-05:00May 20, 2024|Special Report|

Consumer durability has sector on solid footing. Store-based retail sales in April — which exclude purchases made online and at restaurants and bars — ranked as the second-highest total on record. While inflation and consumers’ prioritization of groceries played a large role, the onset of spring also had an impact. [...]

Is Commercial Real Estate Facing Distress? Answers to that Question and More in New Research FAQ

2024-05-09T12:32:32-05:00May 9, 2024|Special Report|

Although the rapid rise of interest rates since March 2022 has placed pressure on real estate investors, the commercial property sector as a whole is generally well-positioned as of early 2024. Delinquency metrics trail previous highs, lenders are generally working with borrowers, and financial institutions broadly have a manageable exposure [...]

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