You have to approach forecasting with some humility that the base is almost never right.
In the episode of The Distribution by Juniper Square, Brandon Sedloff sat down with Sabina Reeves, Chief Economist and Head of Insights and Intelligence at CBRE Investment Management. She oversees a 30-member real assets research team as well as the CBRE’s 20-member Analytics and Risk Measurement team. Reeves plays a direct role in selecting the economic scenarios and macro risk assessments that power the firm’s proprietary real assets forecast.
During their conversation, the two discussed:
Generational changes impacting CRE, including geopolitical ripple effects, monetary policy regime, and real estate’s evolving relationship with technology
Where we are in the Fed’s rate tightening cycle and where things may be heading
The differences between North American, European, and APAC markets