Real Estate Market Faces Diverging Paths: Office Struggles, Multifamily Thrives

In today's episode, we explore the contrasting trends in the U.S. real estate market. The office sector grapples with rising tariffs and recession fears, leading to high vacancy rates and stalled construction. Meanwhile, the multifamily sector experiences a surge in demand, with record-breaking apartment absorption and rent growth. Join us as we delve into the factors driving these divergent paths and their implications for investors and local economies.

Sources:
https://www.commercialedge.com/blog/national-office-report/
https://www.marketplace.org/story/2025/04/14/the-office-real-estate-market-may-stall-on-tariff-uncertainty
https://www.helenadamsrealty.com/blog/state-of-the-company-april-2025--flourishing-in-a-fluctuating-market
https://fticommunications.com/whats-next-for-real-estate-in-2025/
https://www.statista.com/statistics/245054/us-vacancy-rate-forecast-for-commercial-property-by-type/
https://www.credaily.com/newsletters/tariffs-cloud-office-markets-long-awaited-comeback/
https://cssiservices.com/tariff-effect-real-estate/
https://www.wolfnest.com/blog/market-updates-april-2025
https://www.realestatenews.com/2025/04/17/buyers-back-off-sellers-face-reality-as-slowdown-continues
https://www.youtube.com/watch?v=TW3DV8yImY8
https://www.credaily.com/briefs/multifamily-sentiment-picks-up-in-q1-despite-uncertainty/
https://www.multihousingnews.com/multifamily-buyer-seller-sentiments-improved-decisively-in-q1/
https://www.graycapitalllc.com/midwest-multifamily-stability-increasingly-attractive/
https://eyeonhousing.org/2025/04/housing-starts-decline-amid-economic-uncertainty/
https://www.jpmorgan.com/insights/real-estate/commercial-term-lending/denver-multifamily-market-outlook
https://www.credaily.com/newsletters/multifamily-demand-defies-economic-headwinds-in-early-2025/
https://www.credaily.com/briefs/multifamily-resilience-continues-despite-economic-uncertainty/
https://www.wolfnest.com/blog/market-updates-april-2025
https://www.multifamilyexecutive.com/business-finance/business-trends/multifamily-demand-remains-robust-in-q1_o
https://www.lightboxre.com/insight/nine-figure-cre-deals-analysis-momentum-builds-across-property-types-in-march/