Monthly Archives: June 2022

Episode 73: Reviewing the ULI Spring 2022 Real Estate Economic Forecast with William Maher

In this episode, David Bodamer is joined by William Maher, director of strategy and research at RCLCO Fund Advisors, ULI Washington member, and ULI Spring 2022 Real Estate Economic Forecast survey respondent. William shares insights into the recent forecast, how the picture has shifted somewhat since the report was compiled and what the rest of the year may look like for commercial real estate. 

William discusses:

  • The headline takeaways from the spring ULI forecast 
  • How macroeconomic and geopolitical developments have shifted the landscape since then
  • How different types of real estate investors are responding to the evolving market conditions
  • Long term expectations for inflation and how it will affect real estate investment
  • And more


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About Our Guest:

William Maher serves as the Director of Strategy and Research for RCLCO and RCLCO Fund Advisors, an affiliate business and a leading consultant to institutional advisors. Bill leads all research efforts and develops house views on the economy, capital markets, metro economies, and property markets. In addition to serving as a member of the RCLCO Investment Committee, Bill develops real estate investment strategies for institutional clients, based on internally-developed risk and return metrics. He brings a wealth of knowledge and perspective from his decades-long experience as a respected economist and thought-leader to the real estate industry.


Episode 72: The Rising Popularity of Single-Family Rental Investments

In this episode, David Bodamer shares insights from the WMRE’s 2022 report on the investment and development climate for single-family rentals. He dives into what the current markets are like, what’s driven the creation and success of the market and what the survey results say about the outlook for the next 12 months. 

David discusses:

  • A brief history of the rise of SFRs as an institutional real estate investment subsector
  • The current state SFRs and how demand for by investors to own homes for rent properties affects the single-family housing market more broadly
  • How rising construction costs are factoring into build-to-rent projects
  • How some sentiments have shifted between the current survey and past results
  • And more


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