Investor Index 11.7.25
Inflation Stays Contained and Fed Sustains Rate Cuts
The article from Mile High CRE reports that inflation in the U.S. remains relatively well-contained, with the Consumer Price Index (CPI) showing a 0.3 % increase month-over-month and 3.0 % year-over-year for both headline and core indexes in September. Despite some tariff-driven cost pressures, firms have absorbed input costs rather than passing them entirely to consumers, which may delay but not necessarily magnify inflation. With inflation expected to hover in the upper-3 % range into late 2026 before possibly easing, the Federal Reserve appears positioned to persist with its rate-cut strategy unless new shocks emerge. The piece also highlights stronger industrial leasing performance amid muted trade-barrier escalation and notes labor constraints and wage pressure sustaining service-sector price growth, while identifying self-storage as a particularly resilient real-estate asset class in the current environment.
Full Article: https://milehighcre.com/inflation-stays-contained-and-fed-sustains-rate-cuts/
Oregon voters support existing school taxes; reject increases
Voters in Oregon largely supported maintaining current school tax rates but rejected proposals that would raise them. In the suburban Lake Oswego School District (LOS D) voters approved a $245 million bond with about 71 % in favor, keeping the tax rate steady. Meanwhile, the nearby West Linn‑Wilsonville School District narrowly passed a renewal to sustain current tax levels with roughly 52 % approval. In contrast, more rural districts like Oregon Trail School District (in Clackamas County) and Athena‑Weston School District (in Umatilla County) lost bond measures that would have increased rates and unlocked state matching funds.
Full Article: https://www.opb.org/article/2025/11/05/oregon-school-bonds-lake-oswego-west-linn-wilsonville-oregon-trail-athena-weston/
Election 2025: How State And City Results Will Reshape Commercial Real Estate
The piece explains how the wave of state and local elections in 2025 is poised to significantly influence commercial real-estate (CRE) flows and development patterns by 2026. The results shift control over zoning, infrastructure funding, tax and bonding rules, and incentive programs—from changes in states like California (where legislative redistricting moved back to lawmakers) and Texas (where several ballot measures altered tax treatment and municipal bonding capacity) to mayoral outcomes in cities like New York City, Atlanta and Boston that will determine how aggressively housing, office-to-residential conversions, transit-oriented development and adaptive reuse move forward. The article highlights that for CRE professionals, these political shifts aren’t just about the next election—they’re about how the regulatory and fiscal climate for everything from data centers to mixed-use buildings will evolve.