Cushman & Wakefield has released an online flipbook focusing on the midyear status of the United States’ economy and commercial real estate (CRE). According to the report, “uncertainty looms”: Since President Trust started his second term, policy uncertainty, specifically regarding trade, has risen to a level not seen since the pre-World War II era.
Market Signals & Takeaways:
- 2026 is positioned for a strong economic rebound, with projected GDP growth exceeding 2%.
- RV shipments are up nearly 14% in Q1 2025—indicating strong consumer demand and storage need.
- Real assets like CRE are favored during uncertainty, offering durable income and inflation protection.
- CRE transaction volumes rose 15% year over year in Q1 of 2025, led by institutional and portfolio activity.
- Debt costs are down 35–50 bps from 2023 peaks improving deal feasibility.
- Lender diversity is increasing, with more financing options from debt funds, CMBS, and banks.
- Net operating income growth is picking up as expenses moderate and fundamentals stabilize.
- Potential policy tailwinds ahead from tax reform and deregulation.
- Cap rate expansion is creating buying opportunities, with values supported by stronger asset performance
CLICK HERE OR THE GRAPHIC
TO VIEW THE ONLINE FLIPBOOK
Below is an overview of monthly RV shipments over a one-year period, May 2024 through April 2025.
Additionally, Cushman & Wakefield’s Recreational Property Advisor’s Team has launched an interactive map and database tracking RV and boat storage registrations throughout the United States.
Recreational Property Advisors remains committed to providing high-impact, data-driven insights to help clients and partners identify markets with strong recreational storage demand. Access to accurate and localized registration data is a valuable resource in making informed acquisition, development and investment decisions—and Recreational Property Advisors is proud to deliver that to the industry
The team is actively working to expand this platform further to share with the RV/boat storage community. For those interested in being included in future updates or needing guidance to accessing and interpreting the data, can contact Devin Beasley, at 703-795 9942 or [email protected], or Kim Brothers, at 813-520-5230 or [email protected].
VIEW THE MOST CURRENT RV & BOAT STORAGE REGISTRATION DATABASE
Toy Storage Nation is honored to recognize Cushman & Wakefield as a longtime sponsor of the TSN RV & Boat Storage Workshop, including the upcoming workshop, July 18, in Anaheim, Calif.
