HeyJaredGlobal Macro and Real Estate
Research-driven analysis of global real estate markets and private RE investments. Featuring the flagship Global Macro and Real Estate Monthly and premium insights on listed real estate and global REIT strategies as well.
- Indexed issues, last 90 days
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- Sep 29, 2026
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Beyond the Median: What Actually Supports an Asking Rent? (opens the original)
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A market median is useful, but it answers a fairly limited question about where a much broader market is positioned.It does not tell you what a particular property should be asking, except for the most standard stock represented in that market.This distinction matters across commercial property, where assets within the same market can differ materially in their physical characteristics, functionality and competitive position, but still be grouped under the same broader market benchmarks.We use C
GREM September 2026: the central banks moved (opens the original)
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OK, the central banks moved, as we had expected. Not surprising really. The surprising part is perhaps how aggressively the long-term rates have moved over the last month as well. That said, however, the increase in both inflation and inflation expectations (inflation in Germany set to stay ~3% p.a. over the next 5 years if you believe inflation swaps) are driving forces behind the increase in long-term rates.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/
One Hour of Macro: Episode 2 (opens the original)
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One Hour of Macro is a video format in which Zoltan Szelyes and invite key global experts to shed light also on some misunderstood themes and markets. After the start with Louis-Vincent Gave, a video that got lot of international attention, our second episode is with Takuji Okubo.Global Macro and Real Estate is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.<fo
European real estate: Between supply shortages and rising yields (opens the original)
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Dear all, It’s my pleasure to share another video we just produced this morning.We start with the long-overdue introduction to Macro Real Estate’s new partner, Olafur — shedding light on his background, his impressions of his early days at Macro Real Estate, and how he feels it differs from life at big companies.Highlights: European economic update Why German residential yields are rising The growing role of regulatory risk (Berlin rent control and beyond) in yield pri
GREM August 2026: keep an eye on the central banks (opens the original)
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The ceasefire did not hold. US and Israeli strikes on Iran through July have kept the Strait of Hormuz all but closed – daily transits have collapsed to a handful of vessels from around 130 before the war – and Brent has settled near USD 80-85 a barrel, roughly 16.0% above pre-conflict levels. That single supply shock now sets the tone for inflation, rates and, downstream, real estate. Euro area inflation ticked back up to 2.9% in July while US headline eased only slightly to 3.4%, leaving centr
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