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CRE In An Easing Cycle: Why Long Rates Matter More Than The Fed

Source: SeekingAlpha

2025-09-26 04:40:00 ET

By Rich Hill, Global Head of Real Estate Research & Strategy

With the Fed embarking on a new rate-cutting cycle, some investors are left wondering what impact it might have on commercial real estate markets. Historically, the Fed funds rate and 10-year Treasury yields have shown some directional correlation, leading many investors to assume that just as rates rose during the last hiking cycle, they should fall in the next easing cycle. But this assumption is not guaranteed....

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CRE In An Easing Cycle: Why Long Rates Matter More Than The Fed
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