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Capital MARKETs NEWSLETTER | FEBRUARY 11, 2024
AB Group Market Update:
News to unlock value, drive returns and enhance outcomes
CBRE
National Tenant Comp Data
Family Dollar Tree McDonald's Chick-Fil-A Chipotle AutoZone
Total Sold Last 90 Days 34 14 8 10 6
Total On Market 232 16 21 25 15
Avg On Market NOI $112,693 $130,680 $220,971 $135,194 $136,736
Avg On Market Price $1,530,131 $2,354,254 $4,956,053 $2,791,441 $2,899,431

 
Contact Agent For Information

 
*Data provided by CoStar
Financing and Economic Data
Treasury bonds traded in a fairly tight range this past week, stocks remain near record highs, the employment market continues to demonstrate remarkable resilience, and there is little on the short-term macro horizon that seems likely to alter investor outlook.  For all the angst over the potential for supply indigestion as Treasury issuance continues to grow, investor demand for the $120 Billion of new issuance this past week was indicative of sufficient demand for Treasuries.  Friday morning’s revisions to December’s CPI report resulted in headline CPI dropping to +0.2% MoM from +0.3%. The biggest takeaway from the release is that it was not a repeat of last year's revisions which effectively erased the prior headway on inflation. Friday’s data solidifies the market's perception that Powell has made significant progress on inflation and therefore rate cuts will happen, if not in March, then in May or June.
US Treasurys
Source: The Wall Street Journal
Yield Curve
Source: The Wall Street Journal
PCE Inflation Rate of Change
Note: Seasonally adjusted; core prices exclude food and energy categories.
Source: Commerce Department
Index Rates
Source: The Wall Street Journal
US Economic Calendar
Source: The Wall Street Journal
Banks Expecting More Tightening on CRE Underwriting Standards
The Federal Reserve’s Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) regularly checks with banks to better understand their lending landscape. The short take for commercial real estate from the most recent survey is that even tighter underwriting standards can be expected in the future.
Three Reasons Why H2 Will Be Busier
Market data and other field intelligence indicates momentum is starting to build for a busier second half of 2024.  
McDonald’s invests aggressively in technology

The fast food giant’s three-pronged plan aims to digitally transform customer experience, franchise operations and core systems, President and CEO Chris Kempczinski said.
AB Group Transactional Experience 
Total Sales Volume
>$2 Billion
Number of Properties Sold
500+
For more information, please contact:
Net Lease Advisors
Tony
Anderson
Senior Vice President
+1 310 303 9870
t.anderson@cbre.com
Lic. 01936642
Richard
Brehaut
Senior Vice President
+1 909 560 3010
richard.brehaut@cbre.com
Lic. 01934760
Nate
Barnes
Senior Associate
+1 818 255 8865
nate.barnes@cbre.com
Lic. 01908103
Vincent
Saucer
Senior Associate
+1 818 675 2633
vincent.saucer@cbre.com
Lic. 01935636
James
Watkins
 Associate
+1 661 904 9401
james.watkins@cbre.com
Lic. 02123733
Kent
Presson
Sr. Transaction Manager
+1 916 471 8780
kent.presson@cbre.com
Lic. 02076597
Dani
London
Client Services Specialist
+1 310 363 4822
dani.london@cbre.com
Lic. 01942601
Financing
Scott
Budzenski
First Vice President
+1 310 363 4936
scott.budzenski@cbre.com
Lic. 01989360
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