• Maturity Extensions Obscures Office Debt-Funding Gap

    Feb 6, 2025, 14:45 PM by Michael Leahy
    Large-scale lender forbearance – including loan extensions – over the past two years has made it difficult to estimate the size of the current debt-funding gap. Nevertheless, this chart provides an estimate of the debt-funding shortfall for office loans originated from 2017 to 2023 and coming due between 2025 and 2028.
  • A Quadrant Approach to Commercial Real Estate Investing: Part 5, Private Equity

    Feb 5, 2025, 16:04 PM by Michael Leahy
    This Viewpoint is the fifth installment in a series exploring the relationship between the CRE quadrants of public debt, private debt, private equity and public equity. Specifically, we will examine the historic performance of directly held property and CRE equity funds in relation to the quadrants.
  • Price-to-earnings analysis reveals potentially attractive real estate opportunities

    Jan 30, 2025, 15:14 PM by Michael Leahy
    The sharp rise in interest rates has pushed up yields across property sectors and geographies, driving down property values.
  • Comparing drivers of real asset performance

    Dec 3, 2024, 10:30 AM by Matt Mowell
    Infrastructure has become a critical focus as asset managers look for new sources of cash flow and governments tap financial partners to help shoulder the cost of public services.
  • A Quadrant Approach to Commercial Real Estate Investing: Part 4, Public Equity

    Nov 6, 2024, 10:29 AM by Michael Leahy
    This Viewpoint is the fourth installment in a series exploring the relationship between the CRE quadrants of public debt, private debt, private equity and public equity. Specifically, we will analyze the historic performance of public equity (REITs) in relation to the quadrants.
  • Multifamily sentiment favors big cities

    Aug 15, 2024, 15:08 PM by Michael Leahy
    CBRE’s bi-annual Cap Rate Survey (CRS) asks market participants to forecast cap rate movement over the coming six months. For multifamily assets, the H1 2024 survey may represent an inflection point, as most respondents expect cap rates for this asset type to slightly decline or remain unchanged.
  • A Quadrant Approach to Commercial Real Estate Investing: Part 3, Private Debt

    Aug 7, 2024, 14:51 PM by Michael Leahy
    This Viewpoint is the third installment in a series exploring the relationship between the CRE quadrants of public debt, private debt, private equity and public equity. Specifically, we will analyze the historic performance of private debt (senior commercial mortgages) in relation to the quadrants.
  • Market selection is less relevant during the current cycle

    Jul 29, 2024, 13:48 PM by Matt Mowell
    The right market or the right sector. What matters more to investment returns?
  • A Quadrant Approach to Commercial Real Estate Investing, Part 2 Public Debt

    Jul 15, 2024, 14:42 PM by Michael Leahy
    The four primary ways investors can gain exposure to commercial real estate are private equity, public equity, private debt and public debt. This Viewpoint is the second in a series that will explore the relationship between each investment vehicle, or quadrant.
  • Similarities to Global Financial Crisis Aside, Outlook Remains Stable for Commercial Real Estate

    Jun 28, 2024, 11:19 AM by Michael Leahy
    Today’s dearth of liquidity and price discovery has conjured comparisons with the Global Financial Crisis (GFC). And office debt delinquencies are beginning to reflect those years as well.


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