Eyes are on all markets to see where CRE is going and if there are sectors that might pan out particularly well. For triple net-lease, it sounds like things are still too uncertain, according to Chris Lomuto’s October market analysis for Northmarq.
There is “new optimism” currently in CRE because of the Federal Reserve’s rate cuts in September and November as well as changes in the political climate. Trump’s announced plans, to the degree that he or others have articulated details, seem likely expansionary for the economy, as Lomuto explains. That likely means good for stock prices. However, with “$4 trillion of new money still in the system,” that could be inflationary according to economics theory.
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