US CRE Insights

Aegon Asset Management
By October 21, 2019 18:06

US CRE Insights

So far in the second half of 2019, commercial real estate (CRE) operating fundamentals remain healthy across most property sectors and geographies. Occupancy rates continue to trend above their long-term averages and growth in net operating income has re-accelerated as of late, outpacing general inflation by a healthy margin.1 In addition, calmer financial market conditions relative to the end of 2018 have been accompanied by a rebound in property transaction volume after a first quarter drop off. However, the macroeconomic foundation for CRE performance is wobbling as economic growth prospects weaken and downside risks accumulate. Specific risks related to US-China trade conflict and Brexit deadlines cloud the macroeconomic outlook. Financial markets reactions to the accumulating risks are palpable especially in the inverted yield curve. Yet, if all goes well, we believe US economic growth will continue along the +/-2% trend line defined by labor force demographics and productivity growth providing a solid basis for ongoing CRE performance. 

Aegon Asset Management
By October 21, 2019 18:06

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