Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Commercial Real Estate Market
Episode 121 of Stagflation Conversations with Fexingo dives into commercial real estate, where high inflation and sluggish growth are squeezing office, retail, and industrial properties. Lucas and Luna examine the 25 percent vacancy rate in downtown office towers, the surprising resilience of warehouse space despite e-commerce slowdowns, and how the gap between CPI and PCE signals different cost pressures for landlords and tenants. They discuss the Federal Reserve's regional data showing that rent concessions are rising even as new leases carry higher base rates, and what that means for…
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