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Tariffs and inflation have “dramatically impacted investor sentiment.”
It could be inflation, stagflation, and maybe a recession to boot.
Where some big names in CRE see concern over strategic and operational uncertainty, the logistics giant looks for opportunity.
Some investors call for an Opportunity Zone 2.0 extension of the tax program.
There’s a greater emphasis on stability and practicality in 2025.
CRE credit spreads mirror pandemic-era surge as tariffs and geopolitical tensions unsettle markets.
Buyer and seller sentiment improved for core and value-add assets.
The sector is entering a new cycle marked by selective investment, stabilizing rents, and regional divergence.
“We’re just seeing extraordinary demand for it."
Uncertainty and volatility are putting some transactions on hold.