Sale-Leasebacks in U.S. Industrial Real Estate: A Smart Move in 2025
At Tempo Investments, we believe that today’s real estate environment offers compelling opportunities for disciplined investors — especially in the industrial sector and in structures that combine operational utility with long-term income. One of the most interesting vehicles in this space is the sale-leaseback. What is a Sale-Leaseback? In a sale-leaseback, a company sells its […]
Why the Interest Rate Environment Will Ease — Regardless of the Fed’s Posturing and Political Pressures
Investors today are constantly being flooded with headlines about Federal Reserve Chair Jerome Powell, pressure on the Fed from the Trump administration, and the ongoing debate over the future of interest rates. While these stories generate a lot of noise, they don’t always help investors understand what truly drives the markets or how to position […]
Real Estate Investment Opportunities in 2025: Passive Commercial Strategies, Private Credit & Deep-Value Equity
The real estate investment environment in 2025 is defined by a mix of cyclical recovery, shifting market dynamics, technological transformation, and evolving demographic trends. After several years of post-pandemic disruption and high interest rates, the sector is experiencing renewed momentum, though investors must navigate a complex set of factors influencing returns and risk profiles (especially […]
How Tariffs Are Fueling U.S. Manufacturing and Real Estate Growth in 2025
As tariffs and trade policy continue to make headlines in 2025, commercial real estate investors and industry professionals are closely watching the ripple effects across the U.S. economy. In the recent panel discussion, 2025 Real Estate Market Outlook: Market Trends, Policy Shifts, and Investment Strategies, hosted by Tempo Family of Funds & Syndications, experts from […]
Trumponomics: Risks, Rewards, and the Current Impact of Global Tariffs
Trump’s Trade War: A High-Stakes Game of Economic Poker Formal President Donald Trump has officially triggered global tariffs, escalating an ultra high-stakes economic showdown. What initially seemed like a negotiation tactic has now evolved into a full-scale global trade war, with significant implications for the U.S. economy, financial markets, and global GDP. Market Reactions: Volatility […]
Ultimate Guide to Capital Calls – How to Best Protect Investor Interests
Managing multiple “Funds of Funds,” I’ve encountered numerous capital call requests in 2023 and 2024 and expect to see even more in 2025. As investors in multifamily, storage, industrial, shopping centers, and other commercial real estate (CRE) assets, we’ve seen the full spectrum—the good, the bad, and the ugly—when it comes to capital calls. Additionally, […]
Inflation appears to be sticky
Navigating Market Uncertainty: Inflation, Interest Rates, and a Deep Value Investment Opportunity The financial landscape continues to evolve, with recent inflation data highlighting key areas of concern. Investors are closely watching economic indicators, market movements, and policy decisions to determine the best path forward. Let’s break down the latest developments and explore a rare investment […]
Deep Value in Real Estate vs. Treasuries
Some investors have asked why they should consider Waverly versus keeping their money in US Treasuries, which currently yield 4-5%. Let’s break it down: Current Bond Yields Snapshot (as of January 2025): Source: https://www.cnbc.com/bonds/ Comparing Risk and Reward: Waverly vs. Treasuries While Treasuries are known for their safety, they also offer limited upside and carry risks related […]
Market Volatility Ahead? Why Smart Investors Are Rebalancing Now
Concerned About Market Volatility in AI Stocks? The recent DeepSeek AI frenzy triggered a staggering $600 billion loss in Nvidia stock, highlighting the extreme volatility in the AI sector. Current market conditions remind me of the DOT COM tech bubble of 2000. AI is undeniably transformative—redefining how we work, driving massive productivity gains, and reshaping […]
Tax Changes on the Horizon: What You Need to Know
The results of the election have brought tax policy back into the spotlight, with significant changes potentially on the way. While it’s too early to predict the exact outcomes, here’s what’s being discussed in Washington and what it could mean for individuals and businesses. Renewing Key Tax Cuts House Majority Leader Steve Scalise recently highlighted […]