
May 2025 Market Trends, Multifamily Analysis, and Ukraine's CRE Demand
In this episode, Steve Hamoen begins with an overview of the commercial real estate market as of May 2025, setting the stage for a comprehensive analysis. The discussion moves into a detailed examination of the multifamily and office properties sector, highlighting current trends and challenges. The conversation then shifts to the industrial sector, focusing on recalibration efforts and recent developments. Steve explores the demand for commercial real estate in Ukraine, discussing contrarian strategies that are emerging in this region. The episode concludes with closing remarks, summarizing the key insights and providing a cohesive understanding of the evolving commercial real estate landscape.
Key Points
- The multifamily property sector is showing resilience with increased net absorption and steady vacancy rates, particularly in major metros like Dallas, New York, and Atlanta.
- The office property sector is facing challenges with rising vacancy rates and flat rent growth, although some regions like New York have shown a sharp rebound in absorption.
- Contrarian investors are capitalizing on the current economic dislocation by targeting undervalued assets, seeing reduced competition as an opportunity for high returns.
Chapters
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10:38 |
Transcript
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