Back to the CRE Future: What the 1990s Tell us about the New CRE Cycle - EP 134
Thu Jan 29 2026
In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi go back to the commercial real estate future with Senior Economist Xander Snyder, explaining how the emerging CRE cycle most closely resembles the 1990s and what that means for market participants. Drawing on a proprietary analysis of historical data, the team breaks down why cap rates are more likely to move sideways, rather than fall meaningfully, making income growth and operational execution far more important than valuation tailwinds.
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In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi go back to the commercial real estate future with Senior Economist Xander Snyder, explaining how the emerging CRE cycle most closely resembles the 1990s and what that means for market participants. Drawing on a proprietary analysis of historical data, the team breaks down why cap rates are more likely to move sideways, rather than fall meaningfully, making income growth and operational execution far more important than valuation tailwinds. Don’t miss a single REconomy episode, subscribe today.