The Briefing

Transwestern

September 27, 2018


Transwestern Chief Investment Officer Tom McNearney finds commercial real estate fundamentals reasonably positive amid continued economic growth. Repatriated cash and $1.5T in tax law changes fuel accelerated retail sales, factory output and corporate profits despite ongoing interest rate hikes and trade wars. Looking ahead, the pace of growth will likely hinge on a tightening labor market.
 

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