Three key themes for the coming year: increased demand for warehouse space driven by e-commerce expansion; massive pent-up housing demand among young adults; and a challenging global interest rate environment.
Commercial Real Estate
It's increasingly clear that U.S. commercial real estate is benefiting from the preservation and expansion of many key provisions under the country's new tax law -- with positive consequences for investors.
Chart of the Week
Source: Bloomberg, S&P Dow Jones Indices, August 2, 2018. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.
CHART OF THE WEEK
July's employment report showed growth continuing; the Fed sounded optimistic about growth in its latest statement; the UK's rate rise was about normalization, not Brexit; China took some market-based steps in the currency market.
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