Investor Index 10.24.25
Economists See Slow But Steady Growth Ahead for 2026 Amid Uncertainty
Economists anticipate the U.S. economy will continue to grow heading into 2026, but at a modest, “slow-but-steady” pace rather than a rapid acceleration. While the risk of a full-blown recession is viewed as low, growth is being constrained by factors such as inflation, elevated interest rates, labor market adjustments and trade-policy uncertainty. On the positive side, consumer spending remains resilient and business investment shows signs of stabilizing, which could underpin this moderate expansion. However, many economists caution that upside potential is limited because of persistent cost pressures and policy shifts that could disrupt capital-allocation decisions in sectors like commercial real estate.
Full Article: https://www.globest.com/2025/10/23/economists-see-slow-but-steady-growth-ahead-for-2026-amid-uncertainty/
Positioning Multifamily Portfolios for the Next Cycle
The multifamily sector is shifting toward a new investment cycle, and experts urge investors to reposition portfolios for long-term growth. Key strategies include focusing on resilient markets with strong job bases, prioritizing larger and higher-quality assets, and targeting select value-add opportunities. With interest rates expected to ease and tax incentives improving, conditions are becoming more favorable for well-capitalized buyers. By aligning portfolios around quality, geography, and capital efficiency, investors can capture upside as fundamentals stabilize and the next growth phase emerges.
Full Article: https://www.multihousingnews.com/positioning-multifamily-portfolios-for-the-next-cycle/
Cautious Banks Cede CRE Lending Ground To Private Capital
Banks of all sizes are pulling back from commercial real-estate (CRE) lending, shrinking their portfolios and becoming more selective, while private-credit funds and other non-bank lenders are aggressively stepping in to fill the gap. The banks face regulatory constraints, risk-aversion in uncertain markets and faster paydowns of their CRE loan books, which leaves more deal flow for private capital. Meanwhile, debt funds are reaching out to projects even before stabilization, offering bridge or refinancing loans at aggressive terms, enabling sponsors to access capital that banks are reluctant to offer. Although banks see signs of improvement in CRE fundamentals (such as improving office occupancy and recent rate cuts), many remain cautious about returning full-scale to CRE lending while private capital continues to capture market share.