News | 27 Apr 2022
Introducing our new US Real Estate Economics Service
George Armitage
Managing Director, Global Real Estate & Specialist Markets Group
I am proud to announce the introduction of the US Real Estate Economics Service, the first extension to our recently-launched Real Estate Economics Service.
The new service helps companies understand the implications of macroeconomic, geopolitical, financial and climate change on private and public real estate performance in the US. The first globally consistent and independent set of real estate forecasts, the service offers regular analysis and commentary from our highly experienced team of real estate economists.
What does the US service include?
- Forecasts & Scenarios: US real estate forecasts and scenarios covering all sectors. Forecasts out to 2050, which are consistent with Oxford’s macroeconomic outlook.
- Written analysis of the impact on supply and demand-side factors, including economic, financial, capital markets and climate change, covering US total and by-property sector
- Event-driven commentary
How to find out more
Our first research focus area has on how real estate investors can minimise the impact on their returns in this period of inflation.
- The research briefing, ‘United States: Look to apartments during periods of high inflation‘, analyses the returns for different property sectors in cities around the US to determine which are least susceptible to high cost-push inflation.
- Our webinar, ‘Where Real Estate investors should look for shelter from high inflation‘ was a valuable session given that in April US headline inflation hit its highest level since December 1981 and the Federal Reserve is entering a front-loaded tightening cycle.
Meet the team
Mark Unsworth
Associate Director, European Real Estate Economics
Private: Mark Unsworth
Associate Director, European Real Estate Economics
London, United Kingdom
Christopher Babatope
Associate Director, North America Real Estate Economics
Private: Christopher Babatope
Associate Director, North America Real Estate Economics
London, United Kingdom
Riccardo Pizzuti
Lead Real Estate Economist
+44 (0) 203 910 8113
Private: Riccardo Pizzuti
Lead Real Estate Economist
London, United Kingdom
Tags:
You may be interested in
Post
Geographic allocation alpha makes a comeback in CRE investment
While we expect that sector selection will still be an important component to generating alpha in commercial real estate investment, we think the thematic drivers that are likely to support outperformance over the next decade will require more emphasis on selecting for geography.
Find Out More
Post
Global Key Themes 2024: Few opportunities in a gloomy landscape
Global GDP growth and inflation will slow in 2024 and central banks will begin to pivot in H2 – at least that seems to be the broad agreement among markets, policymakers, and forecasters. For the most part, we concur and have identified three key themes that will be key to the precise path that economies and financial markets take next year.
Find Out More
Post
Assessing the work-from-home impact on US office demand
The work-from-home movement has proven it has staying power. As a main driver of the structural shift in the office sector, the disruption from increased work from home is having a lasting impact on office performance. Office net operating income yields will expand significantly this year and we project office capital values will fall by 16.4% in 2023 and by 2.1% in 2024.
Find Out More