On the Spot with Keith Darin – September 2025

September 15, 2025

Capital Markets | September 2025

In this episode, Keith Darin and Steve Williams dive into today’s capital markets and what investors can expect heading into 2026. The discussion covers:

• Market volatility driven by U.S. trade policy and global geopolitical events

• Tariff impacts on investor sentiment and decision-making

• How a weak jobs report may push the Federal Reserve to lower interest rates before year-end

• Why lower rates could boost the economy and consumer confidence

• CRE repricing since interest rate hikes, creating opportunities for buyers to purchase properties at significant discounts to replacement cost

• Elevated construction costs and a shrinking multifamily and industrial pipeline—setting the stage for rent growth as demand outpaces supply

• Outlook for 2026 capital markets: increased certainty, renewed investor interest, and rising transaction activity

If you’re navigating commercial real estate investment trends, capital markets strategy, or the 2026 CRE outlook, this conversation offers timely insights into opportunities and risks ahead.

📬 Let’s Talk

At Capright, we are uniquely positioned to support institutional investors, operators, and developers navigating this evolving environment. As an independent valuation and advisory firm, we provide clarity, accuracy, and confidence, especially where the stakes are highest.

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