Fed shifts, ROAD to Housing Act, and CRE as an inflation hedge
About this episode
In their 100th episode, Cole Perry and Omar Eltorai discuss the Federal Reserve's policy changes, the implications of the Road to Housing Act, and the role of commercial real estate as an inflation hedge.
For their 100th episode, Cole Perry and Omar Eltorai cover three topics relevant to the CRE landscape right now. First, a new Fed era: Kevin Warsh's first meeting signaled less transparency, five active policy task forces, and markets now pricing in one to two rate hikes by year's end. Second, the Road to Housing Act has cleared both chambers (but a presidential signing is now in question after Trump canceled the ceremony pending passage of a separate voter ID bill). The episode breaks down what the institutional SFR ban, the build-to-rent provisions, and the supply-side reforms mean for investors if and when it becomes law. Third, Omar shares findings from forthcoming research re-examining whether CRE actually functions as an inflation hedge, and where the data says it does and doesn't hold up. Key moments 01:31 Fed holds and policy shift 07:37 ROAD to Housing Act bill timeline 10:44 What the bill changes 13:19 CRE winners and losers 17:20 Housing data pullback 21:07 Retail sales snapshot 23:34 Is CRE an inflation hedge? 33:31 Where to find our inflation hedge research Resources mentioned ROAD to Housing Act…
People in this episode
Hosts: Cole Perry, Omar Eltorai
Topics covered
- Federal Reserve policy
- Housing Act
- Commercial Real Estate
- Inflation hedge
- Real estate investing
Keywords
- Fed policy
- Housing Act
- CRE
- inflation hedge
- real estate
- investors
- SFR ban
- build-to-rent
- supply-side reforms
Mentioned in this episode
Organizations: Trump, ROAD to Housing Act, FOMC
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