Capital Markets and Finance
Deep discounts, favorable financing, and long-term benefits are turning users into owners.
Private real estate owners and investors searching for clues on how tariffs are likely to affect commercial real estate are tuning in to what public REIT executives are saying. The word of the hour remains “uncertainty” as private and public real estate companies continue to watch and wait to see how the current administration’s trade policy and global tariffs continue to play out.
President Donald Trump has said that his administration is working to privatize Fannie Mae and Freddie Mac and end the government-controlled conservatorship of the two that has been in place since the 2008 housing crash. The plan being floated involves taking the two entities public while retaining key U.S. government guarantees to backstop loans.
Experts explore new underwriting models and tax increment financing districts to fund the rebuilding of homes and infrastructure
The 27th annual ULI Real Estate Economic Forecast points toward positive, but also toward sharply lower expectations for GDP and job growth this year. The consensus forecast calls for GDP growth to decline to 1.3 percent this year—a 150-basis-point drop compared to 2024.
During the “Capital Markets: Raising Equity Today” discussion at ULI’s 2025 Spring Meeting in Denver, Colorado, a panel of industry experts and capital providers—moderated by Faron A. Hill, president of Peregrine Oak—shared their insights with a standing-room-only crowd on what they’re looking for in an equity partner—and what makes them walk away from deals.
The hotel industry in the United States faces complex challenges in 2025, according to Jan Freitag, national director of hospitality analytics for the CoStar Group. During the “State of the U.S. Hotel Industry” presentation at the ULI 2025 Spring Meeting in Denver, Colorado, Freitag highlighted the challenges facing the hotel business amid macroeconomic uncertainty.
Capital is widely available for real estate borrowers, and lenders are eager to do business. This takeaway was a key theme from a panel discussion held at the 2025 ULI Spring Meeting in Denver, Colorado.
How are tariffs likely to affect commercial real estate?
Real estate professionals—from developers to investors—may need to re-evaluate underwriting assumptions and growth expectations.