The Most Insightful Hour in CRE with Dr. Peter Linneman
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Acclaimed economist Dr. Peter Linneman joined Willy once again for the Most Insightful Hour in CRE, Live from the New York Stock Exchange – and you won’t want to miss his hot takes on today’s most pressing issues. They covered topics from the latest Linneman Letter including the housing market, how the major economies across the U.S. are performing, the state of the CRE asset classes, the longstanding impact of global tensions on the economy, the Fed’s next move, the public vs. private markets, 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 00:55 How rate hikes affect only a fraction of the US economy 06:12 The positive signs of conventions turnout and GDP growth 10:57 The factors behind the volatile energy consumption patterns 13:58 The human and social aspects of the economic recovery 16:11 Cap rate activity amidst recovering employment levels 23:47 The pros and cons of office-to-multi conversion projects 28:42 Flexible working hours and thriving in a service economy 31:23 The root causes and implications of rising credit card debt 36:04 The cyclical nature of economic problems and how to prepare for them 40:07 The potential impact of the Israel-Hamas war on the economy 44:07 Why the forward curve is not a reliable indicator of future outcomes 47:34 The projections and expectations for the ten-year Treasury rate and oil prices 50:34 The comparison & contrast of public & private cap rates and their movements 55:20 The role and influence of election risk on the economic outlook Related webcasts: Tune in on Wednesdays for fresh perspectives about leadership, business, the economy, commercial real estate, and more! #WillyWalker hosts a diverse network of leaders as they share the wisdom that cuts across industry lines.