How The K-Shaped Economy Is Shaping CRE Allocations
The economy has become defined by its divide, with high earners fueling growth while everyone else tightens their budgets, creating what has been dubbed the K-shaped economy.
Where dollars are going fuels where real estate prices rise, and the economic reality is dictating investment strategies.
Impacts of the war with Iran, which has already exacerbated inflation as rising oil prices ripple through all sectors of the economy, are expected to linger even if the 60-day peace deal agreed to Wednesday holds.
“Our conviction that the K-shaped economy will accelerate has gone up since the war in Iran started and oil prices have been…