Research Events

Not Your Typical Cycle: Where Does Real Estate Go From Here?

May 8, 2024

Federal Reserve Bank of Dallas

Co-sponsored by The Robert and Margaret Folsom Institute for Real Estate at Southern Methodist University and the Federal Reserve Bank of Dallas

Real estate markets face a number of challenges. Elevated mortgage rates have locked in existing homeowners, and new-home sales are meeting buyer demand to an unprecedented extent. Multifamily markets are contending with new supply and falling rents. Meanwhile, disruptive trends like remote work, surging e-commerce and industrial policy are playing out in different ways in office and industrial markets. This conference brought together industry analysts, economists and market experts to give their insights on the latest trends affecting residential and commercial real estate.

Videos

Session 1—Industrial and retail: Pockets of strength?

Session 2—Office: Is the pain over?

Session 3—Residential: Supply and affordability: Where we go from here?

Keynote—Economic outlook: Keeping a volatile cycle on track

Session 5—Financing: Challenges and opportunities

Agenda

Wednesday, May 8
8:00 a.m.	Networking/breakfast
8:30 a.m.	Opening remarks Mark Wynne, Federal Reserve Bank of Dallas
8:40 a.m.	Session 1: Industrial and retail: Pockets of strength? Moderator: Joseph Cahoon, Folsom Institute for Real Estate, Southern Methodist University Jim Dillavou, Lincoln Property Co. \| Presentation Mary Hager, Greystar \| Presentation Terry Montesi, Trademark Property \| Presentation Will Mundinger, Crow Holdings Industrial \| Presentation
9:55 a.m.	Session 2: Office: Is the pain over? Moderator: Chuck Dannis, National Valuation Consultants Inc. Cody Armbrister, Crow Holdings Eric Fleiss, Regent Properties Jonas Woods, Woods Capital \| Presentation
10:55 a.m.	Break
11:05 a.m.	Session 3: Residential: Supply and affordability: Where we go from here? Moderator: Luis Torres, Federal Reserve Bank of Dallas Taylor Bowen, AMLI Residential Ron Miller, Amherst \| Presentation Jay Parsons, Madera Residential \| Presentation Ali Wolf, Zonda \| Presentation
12:15 p.m.	Keynote/lunch: Economic outlook: Keeping a volatile cycle on track Julia Coronado, MacroPolicy Perspectives LLC \| Presentation
1:40 p.m.	Session 4: Investing: Is it time to get back into real estate? Moderator: Mark Roberts, SMU/Crow Holdings \| Presentation David Hansen, Property Reserve Julie Ingersoll, CBRE Daniel Kubiak, Invesco
2:45 p.m.	Session 5: Financing: Challenges and opportunities Moderator: Anthony Murphy, Federal Reserve Bank of Dallas Merrill Reynolds, SW Graduate School of Banking, SMU \| Presentation John Shackelford Jamie Woodwell, Mortgage Bankers Association
3:45 p.m.	Closing remarks

For More Information

Please contact Sharon Wallace at sharon.wallace@dal.frb.org.