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3 weeks ago | 
colliers.com | David Ruiz. Ámsterdam |David Goodhue |Aaron Jodka
By David Amsterdam, David Goodhue and Aaron Jodka Capital Markets U.S. Snapshot | 2025 Q1 Investors have faced a barrage of headlines and noise to start the year, weighing on investment activity. The rate on the 10-year Treasury has been volatile in early April, while lending spreads have widened. The number of properties trading remains muted, though sticker prices are on the rise.
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Jan 16, 2025 | 
knowledge-leader.colliers.com | Aaron Jodka
At Colliers, we understand the importance of interconnected data, macroeconomic trends, and anecdotes in real estate decisions. With that in mind, here are 10 numbers and trends that have recently caught our attention:The Federal Reserve has been on a balance sheet reduction program in recent quarters. It has now shed 43% of the quantitative easing additions seen during the pandemic. Multifamily starts have fallen from a peak of 211,000 units in 2022 Q1 to 65,000 in 2024 Q3, per CoStar.
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Jan 9, 2025 | 
knowledge-leader.colliers.com | Aaron Jodka
Although monthly volume was down 2% compared to last November, year-to-date volume is up 2%. Deal velocity remains muted, a trend the market has yet to overcome. Office and multifamily lead in overall volume growth. Once again, multifamily topped $10 billion in monthly volume. Stabilizing market conditions are setting the stage for a more robust 2025.
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Dec 19, 2024 | 
knowledge-leader.colliers.com | Aaron Jodka
As we close out 2024 and look ahead to 2025, the real estate landscape is poised for meaningful shifts. Inflation is expected to stabilize, though it may fall short of the Federal Reserve’s 2% target due to policy changes. Meanwhile, alternative capital sources are stepping up, as stricter regulations and $1.8 trillion in maturing real estate debt compel balance sheet clean-up.
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Dec 12, 2024 | 
knowledge-leader.colliers.com | Aaron Jodka
Aaron Jodka › Aaron is the Research Director for U.S. Capital Markets, leading research efforts for the platform. With expertise in analyzing diverse data, he anticipates trends and equips clients with insights for informed decisions. Aaron actively promotes Colliers through research reports, thought leadership, and industry contributions.
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Dec 5, 2024 | 
knowledge-leader.colliers.com | Aaron Jodka
Volume is stabilizing, with annual gains observed in four of the past five months and five of the past seven, including October. Office and multifamily are leading the charge, each up 18% from levels seen a year ago. Multifamily, the typical volume leader, serves as a harbinger of broader market momentum. Despite gains, the number of completed deals has yet to turn the corner, with October posting the lowest velocity figure so far this cycle.
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Nov 22, 2024 | 
hospitalitynet.org | Aaron Jodka
The U.S. hospitality market remains as dynamic as ever. As 2025 draws near, here are some of the key trends we are monitoring closely:Record travel volumes are not trickling down tomarket- and asset-level performance. In 2023, U.S. travel abroad nearly matched the record levels seen in 2019. According to the National Travel & Tourism Office, Americans are spending more than ever during these trips. In contrast, the number of international visitors to the U.S. remains well below 2019 levels.
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Nov 21, 2024 | 
knowledge-leader.colliers.com | Aaron Jodka
The U.S. hospitality market remains as dynamic as ever. As 2025 draws near, here are some of the key trends we are monitoring closely:Record travel volumes are not trickling down tomarket- and asset-level performance. In 2023, U.S. travel abroad nearly matched the record levels seen in 2019. According to the National Travel & Tourism Office, Americans are spending more than ever during these trips. In contrast, the number of international visitors to the U.S. remains well below 2019 levels.
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Nov 14, 2024 | 
knowledge-leader.colliers.com | Aaron Jodka
ULI’s Fall Meeting took place October 28-30 in Las Vegas. Here are 10 observations from the Emerging Trends in Real Estate session. Debt will be more readily available in 2025 relative to 2024. However, it will still be undersupplied based on market needs. Industrial ranks as the top asset class for investment. The top five markets for international migration are Florida, California, Texas, New York, and Massachusetts. Immigration will be needed to drive future population and working-age growth.
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Nov 7, 2024 | 
knowledge-leader.colliers.com | Aaron Jodka
Colliers Capital Markets recently sat down with Jeff Jacobson, Chief Operating Officer, Colliers Securities, to discuss the latest trends in the public markets. Colliers Capital Markets (CCM): The public markets are often viewed as a leading indicator of pricing movement for private real estate. With REITs rebounding, what does this suggest for overall investment sales activity? Jeff Jacobson (JJ): We agree that the public markets generally indicate what will follow in the private sector.
