There is a lot of anxiety around inflation, tight labor market conditions and the prospect of rising interest rates these days. A disconnect between supply and demand — still vulnerable to labor shortages and freight bottlenecks — brought about the sharpest climb in the U.S. Consumer Price Index (CPI) in 40 years. In many Western nations and regions, consumer price growth is reaching a multi-decade high.
As global events (including the economic impacts of the pandemic and Russia’s invasion of Ukraine) unfold, already surging energy prices are being further pressured, as are a number of raw materials and commodities. At the same time, the Federal Reserve is issuing interest rate hikes, as are other major central banks.
Is this a moment in time or our new inflationary landscape for the foreseeable future? With this collection, we offer perspectives and insights in on inflation, interest rates and how CRE leaders can prepare for what’s next.
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INFLATION, INTEREST RATES & CRE
Research • Office
European Commercial Real Estate Versus Inflation: A Close Look at Past Performance
This part of our inflation series focuses on CRE across countries in Europe. Our report, Perspectives on European Inflation, explores causes of the current bout of inflation and how it differs by region.
Rebecca Rockey • 7/5/2022
Research • Office
Perspectives on European Inflation | July 2022
As the pandemic’s influence started to ease in 2021, new symptoms of economic reopening, pent-up demand, and overwhelmed global supply chains began to emerge.
Rebecca Rockey • 7/5/2022
Research • Inflation
How Inflation is Impacting CRE Occupiers
For commercial real estate occupiers—the businesses and organizations that lease and own the real estate they occupy—rising costs have a range of implications.
Rebecca Rockey • 6/8/2022
Insights • Inflation
Inflation in Focus #2: Office rents to beat inflation in key markets
While commercial real estate is often seen as a hedge against inflation, the issue is not necessarily that clear cut. The general view is that unlike fixed income assets such as bonds, the income returns in commercial real estate (i.e. rent) can fluctuate with the market.
Dr. Dominic Brown • 4/20/2022
Insights • Inflation
Inflation in Focus #1: Inflation accelerating, but confidence endures
Arguably the issue at the forefront of most commercial real estate investors’ minds is that of inflation and what it means for their investment strategy, target assets and target returns.
Dr. Dominic Brown • 4/18/2022
Article • Inflation
The Fed Finally Lifts Off: What Rising Rates Mean for Commercial Real Estate
We look at the conditions that created FOMC’s move, how the economic recovery from the pandemic slowdown is different than the recovery from the Global Financial Crisis, particularly as supply chain challenges produced inflation, and why we believe this is ultimately beneficial for CRE.
Rebecca Rockey • 3/16/2022
Research • Inflation
Don’t Listen to What They Say, Watch What They Do: The Impact of Inflation on U.S. Consumers
We look at factors contributing to the sharp increase in the price of goods and services and what retailers can expect in the coming months.
James Bohnaker • 3/7/2022
Research • Industrial
Commodity Crunch, Lead Time Dilemma and Uncomfortably Low Vacancy
Developers of industrial real estate are facing a multifront battle to deliver more projects amidst rising costs, supply chain challenges and extraordinary demand. In this article, we examine these challenges and assess how industrial developers can navigate this historic market.
Carolyn Salzer • 3/3/2022
Research • Inflation
What Rising Inflation Means for CRE Investing
Inflation has become a near-constant topic of conversation over the last several weeks.
11/15/2021
Article • Inflation
Commodities, Shortages and Inflation: What’s the Impact on Industrial Real Estate?
In this article, we examine the current commodities market and how it may impact industrial real estate going forward.
Carolyn Salzer • 5/14/2021
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Insights • Investment
The Signal Report: Global Guide to CRE Investing in 2022
Explore a quarter-by-quarter guide to investments in CRE in 2022.
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Insights • Economy
Webinar | Nearing the Other Side of the Pandemic: What’s Next?
Join Chief Economist Kevin Thorpe and our global research leaders as they discuss key themes and share their outlook for the economy and for the commercial real estate industry around the world in 2022 and beyond.
2/4/2022
Research • Capital Markets
Capital Markets 2022 U.S. Outlook
Capital markets will move into 2022 with tremendous momentum and liquidity. Job growth forecasts also point to record-setting year in 2022.
2/2/2022
Research • Economy
What to Watch 2022: 10 Indicators for Occupiers & Investors
Here are 10 key areas we believe are worth watching closely as occupiers and investors consider their evolving real estate strategies.
Kevin Thorpe • 1/21/2022
Research • Investment
Our paper focuses on key drivers of recovery, to ensure you CATCH the potential and opportunities of ‘22.
Dr. Dominic Brown • 12/2/2021
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