Insights Brief: Labor Pains…and Opportunity

March 2023

By Uma Moriarity, CFA

While there is consensus that labor market strength has been a primary driver of the Federal Reserve’s monetary tightening policy, we have heard less discussion regarding how structural employment issues may impact the U.S. economy long term. In our latest Insights Brief, we examine the labor supply and demand imbalance facing the market today and how it could favor those REITs that have begun to apply technology to their business models.