Global Real Estate Intelligence
BGOReport

The Chief Economist: 2026 Global Outlook and House Views

BGO chief economist Ryan Severino presents the firm's 2026 global outlook, projecting modest growth near 2 percent with moderating inflation and easing central banks. Industrial, housing and data centers are highlighted as the strongest investment opportunities.

EconomyIndustrial & LogisticsMultifamilyOfficeData CentersRetailGlobal
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The Chief Economist: 1Q 2026 US Outlook and House Views

The first quarter 2026 U.S. outlook sets out BGO's house views on the economy and commercial real estate sectors. The report assesses fundamentals across industrial, housing, retail and office as the cycle turns.

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The Chief Economist: Q2-2025 U.S. Economic and CRE Outlook

The Q2 2025 update introduces an augmented base case combining macroeconomic scenarios with a machine-learning behavioral model. The forecast points to growth near 1.5 percent, disinflation, Federal Reserve rate cuts and stabilizing commercial real estate fundamentals.

EconomyIndustrial & LogisticsMultifamilyU.S. NationalRead
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The Chief Economist: Our World View: 2Q 2025 Global Economic Outlook

BGO's global economic outlook projects modest expansion near 2 percent for 2025 and 2026, with inflationary pressure stemming primarily from U.S. tariffs. The report frames the macro backdrop for global commercial real estate investment.

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BGO

The Chief Economist: 1Q2025 U.S. CRE Outlook - Better Than You Think

BGO argues the first quarter 2025 U.S. commercial real estate market is stronger than widely perceived, with stable fundamentals and emerging investment opportunities. Industrial and multifamily are flagged as the most promising sectors.

EconomyIndustrial & LogisticsMultifamilyU.S. NationalRead
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The Chief Economist: European Economic and CRE Outlook - 1Q 2025

The first quarter 2025 European outlook reviews growth, inflation and monetary policy across the region and their implications for commercial real estate. The report assesses sector fundamentals as European markets stabilize.

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Wolf Street

US Government Sold $518 Billion of Treasury Securities this Week. 6-Month to 2-Year Treasury Yields Spike on Warsh’s “Regime Change” at the Fed

EconomyU.S. NationalRead