Willy was once again joined by Dr. Peter Linneman for the Most Insightful Hour in CRE – and if you didn’t catch it live, you’re going to want to tune into the replay.
They discussed topics from the newly released Spring Linneman Letter, including inflation projections, job growth, vacancy and absorption rates, GDP growth expectations, immigration, household wealth, a breakdown of the asset classes, the tie between economic growth and climate change, and much more.
Watch or listen to the replay.
If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions.
Key Points In The Webcast:
00:00 Introduction
02:00 2023 Q4 outcomes
06:51 Where is true rental headed?
10:40 End-of-the-year Fed funds rate outlook
11:47 Should interest rates be a cause for concern?
14:26 GDP growth and the factor of immigration
20:29 Is consumer confidence declining?
25:50 Unemployment, government support, and individual net worth
33:15 Managing the increasing government debt
37:15 Consumers’ financial health: a downward trajectory?
40:33 Money market funds: where is it going?
44:02 Office spaces are not in demand
47:46 Bank default rates and delinquencies
51:29 The future of single-family and multi-family development
56:13 Private stock prices and cap rates
01:01:51 Is the Paris Accords worth the trade?
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