In-Depth Analysis of the Current Real Estate Market - Mark Gibson - CEO @ JLL Capital Markets - #365

Mark is currently the Chief Executive Officer of JLL Capital Markets, Americas. He also sits on JLL’s Global Capital Markets Board where he shares responsibility for the strategic direction, growth, and client activities of JLL’s global capital markets business.

We discuss:

- The state of Capital Markets
- The FED and rate cuts
- The performance of Office, Retail, Industrial, and Data Center asset classes

Links:

Topics:
00:00:00 - Intro
00:00:52 - State of the Capital markets
00:09:05 - How the FED is thinking about rates
00:14:15 - Outcomes of a rate cut
00:19:08 - The Detroit effect
00:21:04 - Migration data
00:23:43 - What types of deals are working in this environment?
00:29:01 - Housing
00:34:02 - The importance of Mexico
00:35:22 - The state of Office
00:45:13 - Foreign vs. Domestic Capital
00:46:28 - The election
00:47:37 - Equity markets
00:53:24 - M&A Activity
00:56:47 - Unique strategies
01:00:04 - Data centers
01:02:59 - Secondary markets
01:05:44 - The Detroit effect in real estate
01:07:12 - AI
01:07:58 - Tenant migration
01:09:34 - 2025 forecasts & trends

Corrections:

- Regarding the election topic, one statistic was transposed: It was stated 2.3% more in the first quarter in terms of transactions, and in actuality, the number is 3.2%.

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Chris on Social Media:

[JeremyLMarquez]

Chris way to go on bringing more insider knowledge to those that seek it

[GomezFortWorth]

Great insight! Chris has been bringing impressive guests 🔥👏🏼

[brucehecht]

On secondaries, we see discounts of 25-45% of NAV. These are on very large institutional funds

[maea]

A great question unlocked the discussion at 31.00 mins in.

[mattp]

not sure what he meant when he says "cre has performed"... I see a ton of office defaults for starters...

[taygrice]

I can’t be the only one who thinks this guy sounds and even has mannerisms like Obama???