Fed Policy Through May 2025: From Aggressive Cuts to Strategic Pause

Over the past nine months, we’ve tracked the Federal Reserve’s dramatic policy shift through our ongoing analysis, from Powell’s Jackson Hole pivot in August 2024 through the May 7th meeting that confirmed the Fed’s increasingly cautious stance.  What started as confident rate cuts has turned into something far more complex—a central bank wrestling with economic […]

The Multifamily Market in 2025: Key Trends and Opportunities for Fund Managers

Key Takeaways: Heading into 2025, the multifamily market is showing signs of stabilizing after a challenging year. While 2024 brought record supply levels and interest rate pressures, strong renter demand has kept the sector resilient—and it remains the top choice for commercial real estate investors. For fund managers navigating this transition, both challenges and opportunities […]

Opportunity Zones Real Estate in 2025: What Investors Need to Know

Opportunity Zones remain one of the most valuable tax incentives in real estate as we move through 2025. With the program’s original 2026 deadline approaching, new developments from Washington suggest potential extensions that could reshape this investment vehicle’s future. The higher interest rates of 2025 and shifting market conditions make now an excellent time to […]

Fed Holds Rates Steady at 4.25-4.5%, Cites Economic Uncertainty in March Decision

“Uncertainty around the economic outlook has increased,” the Fed declared in today’s policy statement, marking a clear change to tone as policymakers opted to maintain the target range for the federal funds rate at 4.25-4.5% for the second consecutive meeting. The Fed’s call lands amid conflicting economic signals – solid growth paired with stubborn inflation […]

Fed Holds Rates Steady at 4.25-4.5%, Signals Pause in Rate Cut Cycle

“With our policy stance significantly less restrictive than it had been, and the economy remaining strong, we do not need to be in a hurry to adjust our policy stance,” Fed Chair Powell stated in yesterday’s press conference, marking a shift in tone from December’s dovish outlook. The Federal Reserve maintained its target range for […]

10 Insights for CRE Investors in 2025

Market volatility defined commercial real estate performance in 2024. Rising interest rates and shifting tenant demands create a complex investment landscape for 2025. CRE investors face critical decisions about portfolio positioning and capital deployment. Significant opportunities exist despite market challenges. Emerging sectors show strong growth potential, particularly in specialized asset classes and high-demand markets. Success […]

Fed’s Cut Brings Rates Down a Full 1% from Peak

The Federal Reserve trimmed rates by another quarter point today, bringing the target range to 4.25-4.5%. This marks the third consecutive rate cut of 2024, following September’s historic 50 basis point reduction, and signals a decisive shift in monetary policy after nearly four years of restrictive rates. “The economy is strong overall and has made […]

Fed’s Latest Rate Cut Signals Growing Economic Confidence, Real Estate Markets Take Notice

The Federal Reserve trimmed rates by another quarter point today, bringing the target range to 4.5-4.75%. This follows the dramatic 50 basis point reduction in September and continues the policy shift that began with our analysis of Powell’s August guidance. Key Insights: The Fed’s Current Stance “Overall, we’re feeling good about economic activity,” Fed Chair […]

Compliance Cascade: What the FinCEN Announcement Means for Commercial Real Estate in 2025

The real estate investment landscape faces its most significant regulatory shift in over a decade. FinCEN’s new compliance requirements will fundamentally change how firms handle transactions, verify investors, and manage reporting from 2025 onward.  With over $4.6 billion lost to fraudulent investments in 2023 alone, these enhanced anti-money laundering protocols arrive at a critical time […]

Fed Cuts Rates by 50 Basis Points, Signaling Economic Confidence

First Rate Reduction Since 2020 Marks Policy Shift The Federal Reserve announced a 50 basis point rate cut on September 18, 2024, lowering the target range to 4.75% to 5%. This marks the first reduction since March 2020, indicating a significant shift in monetary policy. The decision, detailed in the FOMC statement, comes as the […]