#365 - Mark Gibson - CEO @ JLL Capital Markets - In-Depth Analysis of Current Real Estate Market (2H 2024 - 2025)
Description
Mark is currently the Chief Executive Officer of JLL Capital Markets, Americas. He also sits on JLL’s Global Capital Markets Board where he shares responsibility for the strategic direction, growth, and client activities of JLL’s global capital markets business.
We discuss:
- The state of Capital Markets
- The FED and rate cuts
- The performance of Office, Retail, Industrial, and Data Center asset classes
https://www.thefortpod.com/survey
Links
Topics
(00:00:00 ) - Intro
(00:03:32 ) - State of the Capital markets
(00:11:24 ) - How the FED is thinking about rates
(00:16:21 ) - Outcomes of a rate cut
(00:21:09 ) - The Detroit effect
(00:23:02 ) - Migration data
(00:25:34 ) - What types of deals are working in this environment?
(00:30:32 ) - Housing
(00:35:29 ) - The importance of Mexico
(00:36:45 ) - The state of Office
(00:46:19 ) - Foreign vs. Domestic Capital
(00:47:31 ) - The election
(00:48:33 ) - Equity markets
(00:54:01 ) - M&A Activity
(00:57:08 ) - Unique strategies
(01:00:12 ) - Data centers
(01:03:00 ) - Secondary markets
(01:05:26 ) - The Detroit effect in real estate
(01:06:57 ) - AI
(01:07:33 ) - Tenant migration
(01:09:07 ) - 2025 forecasts & trends
Corrections:
- RE the election topic, one statistic was transposed: It was stated 2.3% more in the first quarter in terms of transactions, and in actuality, the number is 3.2%.
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