The Most Insightful Hour in CRE Part 19 with Dr. Peter Linneman
Walker & Dunlop Walker & Dunlop
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 Published On Oct 3, 2024

Willy was once again joined by Dr. Peter Linneman for “The Best Hour in CRE,” and they certainly covered a lot of ground.

They discussed some of today’s hottest topics, including the impact that the election and policy objectives will have on the economy, consumer confidence, U.S. debt, inflation, cap rates, CPI, Peter’s Fed predictions, where we’re at in terms of economic recovery, back to office policies, hot markets, and much more.

Key Points In The Webcast:
00:00 Introduction
06:07 Mortgage and employment: reality vs. perception
10:19 Oil drilling rates: Do we need more?
13:31 The causes of low consumer confidence
18:28 GDP and the correlation with political affiliation
22:01 Paying off all debt isn’t the answer
25:34 Should national debt concern us?
27:19 The demand for 10-year Treasuries
30:28 The impact on investing short-term vs. long-term
33:57 The facts on inflation
37:53 Correcting the Fed funds prediction
41:45 Above-trend sectors overheat the economy
45:32 Is empty space worth more than occupied ones?
47:32 Will the U.S. economy recover?
51:39 Rising office cap rates and reduction in multifamily
54:59 The recovery of office space has begun
58:14 How election outcomes will impact the economy
01:01:14 Credit cards: Increasing debt and demand
01:03:24 Dr. Linneman’s suggestion for viewers
01:04:19 Will there be three rate cuts?

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