“We’re really focused on sectors where we see strong tailwinds to demographics coupled with limited future supply in the near term and strong demand generally. So that’s putting us into the housing sectors.”
That’s Jonathan Watson, managing director at AEW Capital Management, responding to the question of what opportunities industry leaders are hoping to see for the balance of 2025. Connect CRE caught up with Watson and other key players at Connect Los Angeles 2025 earlier this month.
At Jamison, the focus is on adaptive reuse, i.e. converting older office properties to residential, said CEO Jaime Lee. “We have such a dire need for housing in the city of LA and we’re really focused on bringing a more sustainable use to these buildings.”
In the video below, you’ll hear additional insights on opportunities from Watson and Lee, along with insightful responses to the question by Jim Dillavou, co-founder and principal, Paragon Commercial Group; Jim Brooks, president of BH Properties; and Antonio Hachem, principal of Slatt Capital.
Multifamily owners with loans coming due are faced with higher refinancing costs. While this isn’t news, Newmark put numbers to the issue, indicating that loans maturing in Q3 2026 carried an average interest rate of 4.04%, compared to 5.69% on new loans at an average cap rate of 5.5%, resulting in negative leverage. At the...
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An increase in mortgage rates is cooling home sales, with multifamily the biggest beneficiary, according to John Chang, senior vice president at Marcus & Millichap. In a recent video, Chang said that the 10-year Treasury has risen by more than 100 basis points, and the 30-year mortgage rate is up about 130 bps to the...
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The city of Revere is eying a large redevelopment plan that would create 1,700 new affordable and market-rate homes about five miles northeast of downtown Boston. The Revere Housing Authority presented a proposal to the Revere City Council last week requesting a zoning change that would allow for development on a 40-acre site at Cooledge...
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