Could Commercial Real Estate be the “Next Shoe to Drop”?

In the recent research publication “Commercial real estate in trouble again,” Joe Kalish, Chief Global Macro Strategist at Ned Davis Research (NDR), analyzes topline CRE indicators including performance, sectors, fundamentals, sentiment, and valuation.

He focused on three factors that can fundamentally challenge CRE:

  • Financing becomes less available and more expensive
  • The economy enters a recession
  • A glut of supply

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About Ned Davis Research

Ned Davis Research (NDR) is a global provider of independent investment research, solutions and tools. Founded in 1980, NDR helps clients around the world make objective investment decisions. Our experienced strategists and analysts use fundamental and technical research with models, charts, indicators and weight-of-the-evidence methodology to help clients see the signals and invest with confidence. Part of Euromoney, NDR is headquartered in Nokomis, Florida, with offices in New York, Montreal, London, Hong Kong, Singapore, and Sydney.