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THINK US: Real estate market outlook

Research

Thomas Park (Senior Director, Research & Strategy) provides our latest real estate market outlook following the US presidential election.

Since the election, stock, bond and real estate investors are trying to understand the potential short and long-term effects on the economy, interest rates, specific industries and what it all means for their investments. Probably the biggest change in thinking is with respect to economic growth and interest rates. Prior to the election, in which blue chip economists were expecting a Clinton victory, consensus forecasts were for US GDP growth to be 2%+/- in 2017 and 2018. Similarly, interest rates were expected to increase gradually, consistent with the Federal Open Market Committee’s (FOMC) stated intentions. Post-election, Trump policy proposals are still being formulated but investors are now expecting that his policies will generate stronger economic growth in the near term, with higher inflation and interest rates.

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Tom Park

Thomas Park

Senior Director, Research & Strategy, Americas

Thomas's biography