Principal, Linneman Associates; CEO, American Land Fund; @Wharton Professor Emeritus of Real Estate. Author of #LinnemanLetter.
Philadelphia
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In this holiday season, we wish all peoples and their families and friends a joyous time. Reflect on the great blessings that we all enjoy and share what you have with those less fortunate.
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Confusing signals as employment is weak, but GDP is strong. It is clear that the economy is slowed, but it is still growing.
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We will be hosting our Fall 2025 Capital Markets Webinar with REFM CEO Bruce Kirsch this Thursday at 1:00 PM EDT. We will share our thoughts on whether we are in a recession, real estate demand, interest rates, and more. Click the link to register: loom.ly/1Gi2u3c
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The Fed is (very) slowly crawling to get rates where they should be. Expect another cut in December.
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We will be joining Willy Walker for the most insightful hour in CRE on Wednesday, October 8th at 12:30 EST. This quarter we will discuss the Fed, the government shutdown, the state of the economy, and more. Click the link to register: loom.ly/Qw-2fXA
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No government data is being reported in light of the shutdown. ADP jobs is private and showed negative job growth. Challenger job cuts is also private and shows okay strength. More mixed signals suggest caution.
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We will be joining Willy Walker for the most insightful hour in CRE on Wednesday, October 8th at 12:30 EST. This quarter we will discuss the Fed, the government shutdown, the state of the economy, and more. Click the link to register: loom.ly/Qw-2fXA
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We will be releasing the fall issue of the Linneman Letter on Monday, October 6th. In this issue we share our thoughts on the state of the economy, the Fed's interest rates policy, inflation, and more. Click the link to learn more
linnemanassociates.com/the-l…
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We will be releasing the fall issue of the Linneman Letter on Monday, October 6th. In this issue we share our thoughts on the state of the economy, the Fed's interest rates policy, inflation, and more. Click the link to learn more.
linnemanassociates.com/the-l…
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We will be joining Willy Walker once again for the most insightful hour in CRE today at 12:30 PM. We will be unpacking what the latest economic and market volatility means for CRE. Click the link to register.
loom.ly/G_JGsfM
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We will be joining Willy Walker once again for the most insightful hour in CRE on Wednesday, July 9th at 12:30 PM. We will be unpacking what the latest economic and market volatility means for CRE. Click the link to register.
loom.ly/G_JGsfM
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The Summer 2025 edition of the Linneman Letter is available now! In this issue we share our thoughts on tariffs, downsizing the federal government, the state of the economy, and more. Click below to learn more.
linnemanassociates.com/the-l…
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As we go through this Fourth of July weekend, think of how blessed we are to live in a country which is focused on the concept of liberty, equality, an answerability of the government. Few countries have ever been blessed with leaders as wise and as dedicated...
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as Franklin, Jefferson, Adams and Hancock. None of these people were perfect and that way they set the template for all of us who come after them, as none of us are perfect. Ours is a unique country.
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The Spring 2025 Linneman Associates & REFM Capital Markets Webinar is available to view now. This quarter we share our thoughts on tariffs, DOGE, the state of the economy, and much more. Click below to view the recording.
piped.video/watch?v=pb4CQPeU…
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#Tafiffs: Both leaders caved and wisely declared victory! That said, it is a win for all of us.
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