Follow the Demand. Not the Fed.
September 2026
Real Estate
For years, the market has looked to interest rate cuts as the catalyst for a real estate recovery, but waiting for the Fed may equate to waiting for a rescue that never comes. In this commentary on today’s real estate market, Jag Singh explores why durable demand, not Fed policy, may be the more important driver of long-term real asset performance.
Key Takeaways:
- Real estate has historically performed best during periods of stable monetary policy, suggesting that waiting for rate cuts may not be the catalyst many expect.
- Demographic trends continue to create durable demand across sectors such as senior housing, affordable housing, and essential retail.
- Electricity demand is accelerating due to AI adoption, reshoring, and electrification, creating potential opportunities in energy infrastructure and power-related assets.
Read the full article to learn why focusing on assets supported by enduring demand may matter more than forecasting the Fed's next move.
CIM 5971510