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Warsh's bid to cut policy meetings and pare back communication threatens to harden elevated long‑term rates that directly hit cap rates and loan terms for CRE.
The BEA is preparing revisions to PCE data that could lower core inflation readings and reshape the debate over whether the Fed keeps borrowing costs on hold.
A steep drop in warehouse development is tightening supply and laying the groundwork for another phase of industrial rent growth, especially in modern bulk facilities.
Despite inflation, geopolitical shocks and higher rates, single‑asset hotel sales and RevPAR are climbing, with Q2 activity up sharply year‑over‑year and capital remaining disciplined but engaged.