Real Estate and Stagflation: Lessons from the 1970s for the Modern Investor

Stagflation is a rare and challenging economic condition where prices rise, the economy weakens, and unemployment increases. In a recent research report, we draw parallels between today’s macroeconomic environment and the 1970s, and its implications on current real estate investing dynamics.

There are parallels to the 1970s worth considering: the reversal of globalism in favor of higher-cost domestic production, persistent supply chain disruptions, rising labor costs, tariff-related pressures, and energy market volatility. As such, revisiting how real estate performed during the last major stagflationary period may offer valuable insight for investors navigating today’s uncertain macroeconomic landscape.

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This piece is also featured on Institutional Real Estate Inc's research center.