CLI Newsletter April.2025

INVESTMENT INSIGHT

DFW Commercial Real Estate Market:

March 2025 Trends & Forecast

The Dallas-Fort Worth (DFW) commercial real estate market continues to demonstrate resilience and adaptability as we progress through 2025. This comprehensive update covers key trends and statistics across various sectors, providing valuable insights for investors, developers, and industry professionals.

Table of Contents

Latest CRE News and Emerging Trends

Office Market: Challenges & Opportunities

Industrial Sector: Rebalancing and Growth

Retail Sector: Resilience and Growth

Multifamily Market: Rebalancing & Future Growth

Demographic Shifts & Market Impact

Conclusion and Future Outlook

Read Full Report

IN THE NEWS

This Expert Thinks CRE Will Be a Safe Harbor

Amid Tariff Turmoil

Article Source: Globest.com

In light of newly imposed tariffs and increasing market volatility, commercial real estate may offer investors a relative safe haven—according to industry expert Manus Clancy of LightBox. Backed by the latest data from the firm’s CRE Activity Index, this article provides an in-depth analysis of why certain asset types may outperform in the current environment, while also addressing two significant risks that could challenge this outlook.

Geopolitical Risk And Market Volatility: What Are Advisors Telling Clients?

Article Source: Forbes.com

Markets are on edge. Volatility has surged to its highest level this year as global tensions escalate — from renewed conflict in Gaza to growing fears of a U.S. recession. The trusted VIX "fear index" is rising, and investors are nervous.

But how much should we worry? Could these risks derail corporate earnings — or is this just another cycle? With the U.S. still holding over 30% of the world’s investable wealth, what happens next could impact portfolios everywhere.

Here’s what financial experts are telling clients — and why staying calm may still pay off.

In a turbulent market, CLI Founder & CEO Irene Shen emphasizes the power of passive income:

“Cash is King. Our focus is building niche portfolios that generate stable income through private credit and single-family rentals (SFR), while also capturing property appreciation.”

With over 20 years of experience in finance and real estate, Irene leads CLI Investment & Management Co., a family-run firm that helps overseas Chinese and Asian clients invest strategically in the U.S. Amid rising geopolitical tensions, changing regulations, and evolving U.S. policies, Shen says traditional investment playbooks no longer work — but that doesn't mean opportunity is gone.

Her team has managed over $1.3B in deals, guiding clients toward lower-profile, resilient investments tailored to their goals. The key, she notes, is to lay a solid foundation early — so when volatility hits, portfolios are built to weather the storm.

PROJECT UPDATE

Welcome to the latest update on the

Wolf Creek Farm BTR project!

Consturction Update – April 2025

Construction: Our dedicated dream team is hard at work bringing the vision of Wolf Creek Farms BTR Community in Melissa, Texas, to life. Keep an eye out for more exciting updates as we continue to build and elevate this thriving community.

We’re thrilled to showcase our Ninth Investment Opportunity: Wolf Creek Farms, a 343-unit build-to-rent community nestled in Melissa, Texas.

Our trusted development partner, Welker Properties, broke ground in May 2024, kicking off construction with the clearing of all 32 acres of trees. Now, 10 months later in March 2025, we’re just months away from welcoming residents into the first completed units.

We couldn’t be more excited to see this premium build-to-rent community take form, poised to enhance the rapidly growing city of Melissa. Stay tuned for more milestones ahead!