Most Insightful Hour in CRE Part 16

Рет қаралды 121,475

Күн бұрын

Willy was once again joined by Dr. Peter Linneman for the Most Insightful Hour in CRE. Peter nailed his 2023 predictions - so what is he forecasting for the year ahead? Tune in for highlights from the latest Linneman Letter (www.linnemanassociates.com/th...) including Peter’s outlook for 2024, the state of the economy, housing and auto supply, federal and consumer debt, property plays, and much more.
Watch or listen to the replay.
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Key Points In The Webcast:
00:00 Introduction
01:43 2023 Commercial real estate recap
04:41 Should we cut interest rates in 2024?
08:32 Factors behind a tightening supply chain cycle
11:28 Is the Fed wanting unemployment?
15:53 More housing development vs. more auto production
18:40 The why of the decreasing housing supply and rising prices
23:33 Federal and consumer debt: A big deal?
32:07 Increased insurance spending: Should we be worried?
33:57 Rising credit card usage and its issues
38:10 Debt service ratio and canary numbers
41:56 The biggest investing mistake you could make
45:27 Does a bad capital structure mean an investing opportunity?
51:24 The top in-demand asset classes: where is multifamily heading?
55:14 The Linneman construction cost, hospitality, and industrial
58:22 Will weight-loss drugs save healthcare spending?
59:42 2024 predictions: Rate cuts, equity market, and November elections
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Пікірлер: 4

@marketmr5161 6 ай бұрын

This is pure gold..

@scotthughberry 6 ай бұрын

Incredibly good session - passing this along to others!

@Alwaystakingdick 5 ай бұрын

I feel like this video is a perfect representation of how many are focused on misguided statistical info that scares them. Take everything with a grain and relax.

@MosesKim-je5rj 4 ай бұрын

I can tell the host did not have a proper response to the net worth of Americans being able to cover our national debt argument. What's misunderstood about the hyperinflation in the Weimar Republic is that it was NOT precipitated by money printing, as the layman likes to believe, but by the confiscation of 10% of assets. What your guest suggests is that we have the same option, but without the second and third order effects. Also, in terms of real-time rent prints. I don't see anyone distinguishing between renewals (still quite robust yoy) and new leases (negative to flat in certain areas). And also doing analysis on the COMPOSITION of renewals vs new leases (renewals are way up relative to historic norms). In other words, maybe the Fed is not so foolish keeping rates high as the deflation people have been predicting since late 2022 has not emerged. I don't even have to mention the amount of money that is being sent abroad, which is inherently inflationary. I think your guest understands this because he previously made that point about the domestic composition of holders of Japanese debt. It's the same concept: money sent abroad and money transferred internally is totally different in terms of the effects to inflation, domestic consumption, interest rates, etc.