Tariff Impacts Still Unclear,
But CRE Investors Eye Long-Term Opportunities
Inflation and Employment Metrics Show Lagged Impact
- Tariffs expected to raise inflation and slow hiring, but data hasn’t reflected this yet
- May inflation and job growth remain stable, but effects may take months to show
- help track broad trends but may not reflect individual deal realities
Market in Wait-and-See Mode as Risks Build
- Fed is holding rates steady amid stable but backward-looking data
- Potential for delayed inflation as companies burn through pre-tariff inventory
- Tariff policy remains volatile, creating short-term uncertainty
CRE Investment May Benefit from Acting Early
- Interest rates are a key risk factor that could make deals harder later
- Acting now may position investors ahead of potential rate hikes
- Long-term fundamentals remain sound despite near-term volatility
*Through May
Sources: Marcus & Millichap Research Services, BLS
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