Investor Index 10.10.25
Shutdown to Minimally Affect Commercial Real Estate
The article reports that while the 2025 federal government shutdown will delay key economic data and modestly drag on GDP growth (by 15–20 basis points per week), the direct effects on the commercial real estate (CRE) sector are expected to be limited in the near term. The more significant risks are indirect—such as weakened business and consumer confidence, constrained spending, and diminished property transactions—if the shutdown persists.
Full Article: https://milehighcre.com/shutdown-to-minimally-affect-commercial-real-estate/
Apartment Construction Surge Levels Off After Two-Year Boom
The GlobeSt article reports that after two years of aggressive growth, U.S. apartment construction is finally moderating. While developers added large volumes of multifamily units in recent years, new starts and completions are now leveling off due to rising costs, tighter financing, and growing market caution. The South continues to lead in absolute numbers of new units, though that region is also seeing the sharpest pullback in activity. The article suggests the construction boom is entering a more sustainable, subdued phase as supply pressures and economic constraints begin to temper development.
Full Article: https://www.globest.com/2025/10/09/apartment-construction-surge-levels-off-after-two-year-boom/
Nike prices are rising one year into CEO Elliott Hill’s turnaround plan. Tariffs are part of the story
Under new CEO Elliott Hill, Nike is raising prices across its core categories (footwear, apparel, and equipment) as it confronts sharply higher costs driven by U.S. tariffs. According to retail-analytics data, Nike’s footwear prices rose ~17 percent and apparel ~14 percent from September 2024 to September 2025, as the company navigates roughly $1.5 billion in tariff headwinds for the fiscal year. Hill’s “turnaround” strategy also emphasizes restoring relationships with wholesalers, reorganizing the company around sport-specific units (rather than by demographic segments), and reviving product innovation. Although the execution will take time, the pricing moves and structural shifts are key levers in Nike’s plan to regain momentum.
Full Article: https://www.cnbc.com/2025/10/06/nike-prices-rising-tariffs-ceo-elliott-hill-turnaround-plan.html