GTIS Partners President on Commercial Real Estate

The video discusses the impact of rising federal rates on mortgage rates and the housing market. It highlights factors like stock market volatility, supply chain issues, and commodity prices affecting the market. Despite challenges, demand remains strong, especially in post-COVID scenarios with work-from-home trends. Businesses face mixed impacts, with some benefiting from higher margins but also dealing with supply chain delays. Future cost moderation is uncertain due to inflation and geopolitical factors. Geographical differences in investment opportunities are noted, with growth in Sunbelt regions and urban areas like New York seeing rent increases.

In what ways has the demand for housing changed in a post-COVID world?

What geographical areas are currently seen as good investment opportunities in the housing market?