top of page
.png){kind=logo}
COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS
Oct 9, 2020
About
Leveraging years of experience analyzing the US economic and policy landscape, Jason’s research focuses on the interaction between macroeconomic trends, public policy developments, and real estate markets.
Articles & Research (26)
Aug 21, 2025 ∙ 2 min
Late Payments Pile Up as Financial Strains Weigh on Renters
The growing share of apartment renters playing catch-up on their monthly bills may speak to a broader undercurrent of distress.
282
0
Jul 14, 2025 ∙ 3 min
How Geopolitics is Impacting US Commercial Real Estate
Geopolitical risks are primarily tied to U.S. commercial real estate through market volatility, energy prices, and the rising cost of U.S. debt.
95
0
Jun 19, 2025 ∙ 2 min
Which Markets are Most Exposed to Federal Job Cuts?
The advent of the Department of Government Efficiency (DOGE) and looming budget cuts cast a cloud of uncertainty over local real estate markets that rely heavily on demand from federal employees.
198
0
Apr 3, 2025 ∙ 2 min
Top States for Under-35 Homeowners
Utah (11.6%), Alaska (10.2%), and Iowa (10.1%) maintain the highest proportion of U35 homeowners as a share of all households in the nation.
102
0
Mar 5, 2025 ∙ 2 min
How Utility Costs Vary by Rental Property Type
The average household pays $220 monthly to heat and power their homes. However, utility costs vary widely by property type.
135
0
Dec 11, 2024 ∙ 2 min
How Rising Inventory Levels Could Shape the 2025 Housing Market
US housing inventory is gradually inching back to pre-pandemic levels, and the influx could foreshadow a reprieve for homebuyers in 2025.
85
0
Nov 24, 2024 ∙ 2 min
Office Sector’s Path to a New Normal is Slowed by Capital Misallocation
“Extend and pretend” increases credit misallocation and may be slowing the Office market's transition.
19
0
Oct 30, 2024 ∙ 3 min
Renters at the Crossroads of the Housing Crisis and Medicaid Policy
Over one-third of US renters are enrolled in Medicaid. Efforts to address housing or health policy issues could indirectly affect the other.
61
0
Oct 15, 2024 ∙ 3 min
How Geopolitics Could Affect US Commercial Real Estate
US CRE markets are primarily driven by domestic conditions but remain vulnerable to global instability and the uncertainty it comes with.
175
0
Sep 11, 2024 ∙ 2 min
As Rate Cut Nears, More Regions Report Weaker Economic Activity
Firms and labor markets signal weakness as the Fed looks to turn the page on interest rates at its upcoming September meeting.
51
0
Sep 3, 2024 ∙ 5 min
What Harris and Trump’s Housing Plans Really Mean
Both Donald Trump and Kamala Harris have plans to address the nation's housing crisis, but which have the potential to become a reality?
132
0
Aug 8, 2024 ∙ 3 min
Top Markets for Residents with a College Degree
As a predictor of higher incomes, the share of an area’s population who hold a college degree is a key indicator for local housing demand.
286
0
Apr 18, 2024 ∙ 3 min
Could Geopolitics Play Spoiler to the US Economy?
Global stability has recently embarked on a dangerous downward spiral, and markets are assessing the potential for global ramifications.
71
0
Nov 21, 2023 ∙ 3 min
Salient Risks to Financial System Rise: Insights from The Fed's Latest Financial Stability Report
The US economy remains on solid footing as 2023 comes to a close, but a complex risk landscape for the US financial system lies ahead.
124
0
Aug 17, 2023 ∙ 2 min
Consumer Debt Soars, Unmasking Housing Market Risks
Consumer debt rose to a record $17.1 trillion during the second quarter of 2023, unmasking a new risk to the US economy.
142
0
May 19, 2023 ∙ 3 min
Banking Blues: Underwriters Tighten CRE Lending Standards Amid Interest Rate Woes
During Q1 2023, the share of lenders that indicated they are tightening loan standards for CRE loans increased across all sub-types.
95
0
Jan 27, 2023 ∙ 2 min
HUD Takes Aim at Racial Inequities in Housing With New Fair Housing Rules
With HUD's new fair housing rules, US policy takes a significant step toward dismantling longstanding racial disparities in housing.
49
0
Dec 16, 2022 ∙ 2 min
FOMC Members Are Starting to Agree More, and They Expect Higher Long-run Interest Rates
Tucked away into recent FOMC economic projections is a subtle shift in where and when policymakers expect long-term interest rates to land.
68
0
Nov 30, 2022 ∙ 2 min
Consumer Confidence Data is Sending Mixed Signals
The Conference Board’s Consumer Confidence Survey dropped for the second consecutive month in November, but underneath is a mixed reality.
53
0
Sep 15, 2022 ∙ 4 min
What To Know About The Fed’s Next Move
The Fed is geared for another 75 bps rate-hike September, but in the background looms a debate about what they can and should do.
68
0
Aug 17, 2022 ∙ 2 min
What the Inflation Reduction Act Means for Housing and Commercial Real Estate
The Inflation Reduction Act will introduce changes to climate, energy, and health policy— but what impact, if any, will it have on CRE?
403
0
Apr 1, 2022 ∙ 1 min
Gateway Markets Show Signs of A Rebound
A significant laggard at the beginning of the pandemic, independent landlords in Gateway markets (New York, Los Angeles, San Francisco,...
123
0
Oct 21, 2021 ∙ 1 min
Firms Have Been Sounding The Alarm on Supply Chains and Shortages for Quite Some Time
Supply chain bottlenecks and labor shortages have taken center stage in recent weeks. However, an analysis of commentary from the Federal...
82
0
Apr 8, 2021 ∙ 4 min
The Great Inflation Debate
As the economy heats up, inflation jitters rise. These days, the most significant disagreement between economists isn’t your age-old tax...
464
0
Jason M. Davis
Senior Analyst, Economics and Policy
More actions
bottom of page