May 2026 CPI inflation climbed to 4.2%, its highest level since April 2023, while Core CPI rose to 2.9%, the highest reading since September 2025.

The bigger story? Inflation is no longer isolated to a few categories.

📈 CPI Inflation: 4.2%
📈 PCE Inflation: 3.8%
📈 PPI Inflation: 6.0%
📈 Services Inflation: 3.4%
📈 Shelter Inflation: 3.3%
📈 Energy Inflation: 17.9%
📈 Gasoline Inflation: 28.4%

American consumers are now navigating:

• 7%+ mortgage rates
• 4.2% inflation
• Approximately 30% erosion in purchasing power since 2020

For real estate investors, inflation remains one of the most important forces shaping asset values, financing decisions, and long-term portfolio performance.

While elevated borrowing costs continue to challenge acquisitions and development activity, quality real estate assets have historically served as a hedge against inflation through rent growth, income generation, and replacement-cost appreciation.

The key question isn't whether inflation is rising again.

The question is: Which markets and asset classes are best positioned to outperform in an environment of persistent inflation?

How are you adjusting your investment strategy as inflationary pressures re-emerge?