Episode 423: AEW’s Mike Acton Sees CRE Investors Adopting Micro Focus on Assets, Location
Mike Acton, head of research at AEW Capital Management, was a guest on the latest episode of Nareit’s REIT Report podcast. Acton discussed the broader macro backdrop for commercial real estate. While markets are excited about the prospect of interest rate cuts, that sentiment is set against concern about potential recession and possible policy changes after the election. “It's a little bit of a mixed bag as far as the broader outlook goes.” During the interview, Acton also noted t...