Investor Index 9.12.25
Investors Eye Cap Rate Change Ahead of Interest Rate Decision
Investors in the commercial real estate market are watching closely as a possible Federal Reserve interest rate cut later this month could lead to shifts in cap rates. The consensus is that lower interest rates would likely drive cap rates down, sparking more deal activity and increasing transaction volume. However, there’s also concern about whether sustained economic risks might counteract that effect—factors like inflation, borrowing costs, and market volatility could temper how much cap rates change. In short, a rate cut could be a catalyst for more deals, but the extent of its impact on cap rates depends heavily on broader economic conditions.
Full Article: https://www.globest.com/2025/09/10/investors-eye-cap-rate-change-ahead-of-interest-rate-decision/
US Job Growth Revised Downward by Nearly 1 Million
The U.S. Bureau of Labor Statistics has revised job‐growth figures for April 2024 through March 2025 downward by about 911,000 jobs, making this its largest downward adjustment on record. The revised total shows only ~847,000 jobs added over the year—down from the ~1.8 million previously reported—dropping average monthly job growth from ~147,000 to ~70,000. Key sectors impacted by the cuts include leisure and hospitality, professional/business services, and retail. The revision suggests the economic slowdown began earlier than many thought, and reinforces expectations that the Federal Reserve may lower interest rates.
Full Article: https://www.thefiscaltimes.com/2025/09/09/US-Job-Growth-Revised-Downward-Nearly-1-Million
Trump immigration crackdown could spur U.S. population decline as soon as 2031
A new analysis warns that aggressive immigration policies under the Trump administration—particularly deportations and stricter enforcement—could significantly slow U.S. population growth, potentially triggering a decline by 2031 when deaths might finally exceed births. Lower immigration would compound falling fertility rates and reduce the number of younger people who typically contribute to birth totals, resulting in slower demographic growth and a smaller overall population over coming decades.