Strong Economy, Not Inflation, Drives 10-Year Treasury’s Climb
Why this matters
Commercial real estate continues to digest a multi-year reset in cost of capital. Transaction velocity is below the 2019-2021 trend but improving, cap rates have stabilized across most stabilized property types, and the bid-ask gap has narrowed materially in the past two quarters. Sponsors with permanent capital and operating platforms have an advantage in the current execution environment. The next twelve months will continue to reward underwriting discipline and operational sophistication over balance-sheet aggression.
Editorial analysis · Real Estate Trail Editorial
The 10-year Treasury yield rose nearly 70 basis points from its August low to its early-October peak. According to Cushman & Wakefield’s October Market Matters report, much of that climb reflects a stronger economy, a…
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