investor index 7.11.25
Market Uncertainty Has Subsided But is Poised for a Resurgence
In the July 9 GlobeSt article, John Chang, chief intelligence and analytics officer at Marcus & Millichap, notes that although market uncertainty—spurred by tariffs—has eased over May and June as investors "mentally adjusted" to heightened trade levels, the pause on most tariffs is ending. That means volatility could reemerge unless further trade agreements materialize. Meanwhile, the recent tax legislation offers strong incentives for commercial real estate, such as 100% bonus depreciation on new acquisitions, but could also usher in funding cuts like Medicaid reductions, adding interpretive ambiguity. In addition, the legislation’s projected $3.3 trillion increase in the deficit over the next decade—and the resulting surge in Treasury issuance—poses the risk of upward pressure on interest rates if demand from the Fed and foreign investors slips. Chang suggests investors might consider taking advantage of current relatively low rates, though he emphasizes the need to brace for potential policy shifts and renewed market turbulence.
Full Article - https://www.globest.com/2025/07/09/market-uncertainty-has-subsided-but-is-poised-for-a-resurgence/
Intel announces plan to lay off more than 500 employees in Oregon
Intel has filed a WARN notice announcing that it will permanently lay off 529 employees at four facilities in Aloha and Hillsboro, Oregon, over a two‑week period beginning July 15, 2025. Affected employees—primarily engineers, technicians, and administrative staff—were notified at least 60 days in advance or given four weeks’ notice, along with nine weeks of continued pay and benefits. As Oregon’s largest private employer, Intel’s decision has raised concerns about the local economic impact, with experts warning that losing so many skilled workers could weaken the region’s semiconductor industry and force some employees to relocate . The company cited the need to become "a leaner, faster and more efficient company" under its restructuring plan, led by new CEO Lip‑Bu Tan, aiming to better position itself amid a challenging global semiconductor market.
Full Article - https://www.kptv.com/2025/07/08/intel-announces-plan-lay-off-more-than-500-employees-oregon/
CRE Activity Surges to 3-Year High
In June 2025, the LightBox CRE Activity Index surged to 113.9—the highest level since May 2022—marking an 8% month-over-month and 21% year-over-year increase, signaling a robust rebound in commercial real estate activity. This uptick was driven by across-the-board growth in appraisals (up 19%), new listings (up 2%), and Phase I environmental site assessments (up 10%), indicating accelerating deal pipelines and stronger investor confidence. Despite lingering concerns around tariffs, interest‐rate policy, and global economic uncertainty, both traditional banks and alternative lenders like debt funds and CMBS are re‐engaging, lending support to strengthened activity in multifamily, industrial, and select office and retail sectors.
Full Article - https://www.credaily.com/briefs/cre-activity-surges-to-3-year-high/