This Week’s Developments in the US Economy The Potential Impacts of Tariffs on Multifamily Portfolios Recent US tariff policies are seen by some as impacting multifamily operating costs, and thus a negative for the sector overall. Despite the near-term uncertainties about the impacts of tariffs, it may be easy for some to overlook that the…
This Week’s Developments in the US Economy Navigating Market Volatility: Why Private Real Estate Offers Stability Amid Public Market Turbulence We believe volatile market and macro conditions warrant evaluation of private US real estate exposure, ensuring portfolios are effectively positioned to weather near-term volatility while capturing long-term value. The announcement of sweeping US tariffs, which…
This Week’s Developments in the US Economy Housing Affordability Is Worsening The sense that housing affordability has worsened for US renters is not inaccurate—in fact, it appears that the housing system has lost ground gained in the previous business cycle. To some extent, we can see the implications of a market that continues to fall…