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COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS
About
Oct 9, 2020
About
Leveraging years of experience analyzing the US economic and policy landscape, Jason’s research focuses on the interaction between macroeconomic trends, public policy developments, and real estate markets.
Posts (21)
Dec 11, 2024 ∙ 2 min
How Rising Inventory Levels Could Shape the 2025 Housing Market
US housing inventory is gradually inching back to pre-pandemic levels, and the influx could foreshadow a reprieve for homebuyers in 2025.
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Nov 24, 2024 ∙ 2 min
Office Sector’s Path to a New Normal is Slowed by Capital Misallocation
“Extend and pretend” increases credit misallocation and may be slowing the Office market's transition.
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Oct 30, 2024 ∙ 3 min
Renters at the Crossroads of the Housing Crisis and Medicaid Policy
Over one-third of US renters are enrolled in Medicaid. Efforts to address housing or health policy issues could indirectly affect the other.
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Oct 15, 2024 ∙ 3 min
How Geopolitics Could Affect US Commercial Real Estate
US CRE markets are primarily driven by domestic conditions but remain vulnerable to global instability and the uncertainty it comes with.
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Sep 11, 2024 ∙ 2 min
As Rate Cut Nears, More Regions Report Weaker Economic Activity
Firms and labor markets signal weakness as the Fed looks to turn the page on interest rates at its upcoming September meeting.
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Sep 3, 2024 ∙ 5 min
What Harris and Trump’s Housing Plans Really Mean
Both Donald Trump and Kamala Harris have plans to address the nation's housing crisis, but which have the potential to become a reality?
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Aug 8, 2024 ∙ 3 min
Top Markets for Residents with a College Degree
As a predictor of higher incomes, the share of an area’s population who hold a college degree is a key indicator for local housing demand.
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Apr 18, 2024 ∙ 3 min
Could Geopolitics Play Spoiler to the US Economy?
Global stability has recently embarked on a dangerous downward spiral, and markets are assessing the potential for global ramifications.
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Nov 21, 2023 ∙ 3 min
Salient Risks to Financial System Rise: Insights from The Fed's Latest Financial Stability Report
The US economy remains on solid footing as 2023 comes to a close, but a complex risk landscape for the US financial system lies ahead.
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Jason M. Davis
Senior Analyst, Economics and Policy
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