What Global Institutions Are Doing in Real Estate Right Now | Henry Chin, CBRE

Описание: Global institutions are quietly reshaping how and where they invest in real estate. In this conversation with Henry Chin, Global Head of Research at CBRE, we dive into what’s driving capital flows, how global investors see the U.S. market, and where the biggest opportunities ... and risks are right now.

From interest rates and cap rates to sector trends in office, industrial, multifamily, and retail, this discussion will give you a unique global perspective on real estate investing.

Henry Chin, Ph.D. | Global Head of Research
Henry Chin leads CBRE’s global team of nearly 600 research experts who help clients understand the forces shaping the commercial real estate industry.
https://www.cbre.com/people/henry-chin


02:38 - Opportunities and challenges for the CRE sector
Geopolitics does not affect the cycle - 03:54
Tariffs - 04:24
GDP growth - 04:56
The fed funds rate - 05:30
The labor market - 06:54
Consumer confidence - 07:49
US deficit remains historically elevated - 09:05
Long-term borrowing rates - 09:37
10:10 - Capital markets
Investment activity - 10:50
Cap rates - 11:34
US funds returns - 15:26
Debt maturity - 15:34
16:40 - Fundamentals
Net absorption - 16:51
Renewal activity - 17:54
2025 and 2026 represent a favorable vintage investment - 18:32
Vacancy - 19:40
Key features of modern logistics facilities - 21:00
Retail completions - 21:55
Labubu? - 22:40
Retailers redefine value for consumers - 23:35
Demand far outpaces new supply - 23:58
24:18 - 2025 & 2026 Investment Strategy
32:13 Q&A

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