Industrial, Opportunity, and CRE (Abstract Only)

March 2019

Our 2019 Outlook for Commercial Real Estate

A modestly weaker demand outlook and similar levels of supply growth should leave fundamentals balanced in 2019. Near term risks include the rollback of lending regulations and the introduction of opportunity zones, which add uncertainty to future supply forecasts. We expect the industrial sector to outperform other sectors in 2019. Further, in this issue of the Investment Strategy Quarterly, we outline why investors have significantly underestimated the pace of industrial demand growth in the past, and are likely continuing to do so today.

For the abstract, please download the file:

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