Don't fret the uptick in industrial availability just yet
The industrial sector saw a 70-basis-point increase in availability in the first quarter. Nevertheless, availability should remain below historic norms for the foreseeable future, a fact that distinguishes industrial from most other property types.
Southern California’s outlier markets may provide industrial investment opportunity
Is every real estate deal unique? Or does each deal provide a point in a broader spatial pattern? To answer these questions, CBRE Econometric Advisors (CBRE EA) mapped all the industrial property sales in Southern California over the past two years and then applied geospatial analytics to identify trading patterns.
Performance of REITs and Private CRE is Best Correlated Over Longer Holding Periods
Many multi-asset investors use real estate investment trusts (REITs) to gain or supplement their exposure to property without purchasing the underlying asset. However, over short time-horizons REITs can often mirror the volatility of the broader securities market rather than the steadier, income-driven performance of private equity real estate.