All props to Prologis. If anyone knows industrial, logistics, and supply chain real estate markets, they do. And they have a number of 2024 “bold predictions” for supply chain, two of which being financial. Bullish and bold are fine, but best when paired with proper risk management (which one suspects that Prologis regularly applies to their business decisions).

One of the two financial predictions is that interest rates declines will double private equity real estate funding. They base this on three factors. One is an assumption that the Fed is underestimating the decline of inflation.


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Erik Sherman

GlobeSt

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