Posts Tagged ‘US’

Housing Becomes a Contributor

One of the most important influences on the US economy’s performance in 2013 and beyond is the expected shift in the housing sector from a drag on economic activity to a source of stimulus. Over the past several months there has been a growing body of evidence that housing is reviving. The three major measures [...]

U.S. Industrial Sector Outlook

Can a silver lining be found within the sputtering U.S. economy?  After showing tepid positive momentum, growing at an annual rate of 2.5% in the second half of 2011 and 1.9% in the first quarter, the U.S. economy has waned.  Now added to the uncertainty of the European debt crisis and anemic U.S. job growth [...]

2011 Year-End Retail Round Up

As we approach the end of another year, the U.S. economy continues its measured recovery.  Gross Domestic Product grew at a 2.5% annual rate in third quarter 2011, bolstered by consumer spending, investment and exports, and a 1.1% year-over-year increase in non-farm payrolls that resulted in a net gain of roughly 1.5 million new jobs. [...]

What a Difference a Border Makes: An Americas Comparison

An old boss used to say, “these charts aren’t complicated, when the line goes up things are good and when the line goes down things are bad.” Perhaps a tad simplistic but when we look at the old supply – demand paradigm as it relates to real estate, there’s little doubt that when vacancies are [...]

The (Re)Financing Gap

Over the next several years the US commercial real estate market will confront approximately $1.4 trillion in de-levering loans.  Many of these were issued in “peak value”, “peak LTV” years of 2005-2007 (5-7 year loan maturities will come due in 2010-2014, and 10 year loans will come due in 2015-2017). While de-levering can be a [...]

Association of Foreign Investors in Real Estate meeting 9/20-21 “Catching the Next Wave”

At AFIRE’s annual membership meeting in Chicago the atmosphere was upbeat, with most all presenters (even Sam Zell) bullish on real estate, but keeping an eye on the deficit, the pace of job growth and de-levering challenges.  Investors were generous with praise for the US Fed for keeping rates low enough to carry properties through [...]

Focus on the Trend

One of the problems with economic analysis these days is the tendency to focus on every new statistic that is released as the most important piece of information about the state of the economy. Very often the data is incomplete, or the month being reported on has been distorted by any of a number of [...]

Welcome bloggers!

I’m Maria Sicola, head of our Americas’ research team. We look forward to sharing our insights on real estate market fundamentals with you and hearing your views as well. I’ll be sharing current and trend information on both a national and local basis  for the United States, Canada, Mexico and South America primarily in the [...]