• Performance of REITs and Private CRE is Best Correlated Over Longer Holding Periods

    May 10, 2023, 11:20 AM by Matt Mowell
    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.
  • Fundamentals Still Matter

    May 2, 2023, 13:55 PM by Matt Mowell
    Commercial real estate (CRE) is facing cyclical headwinds. Asset values have eroded this year due to the impact of rising interest rates and cap rates on equity and debt availability and underwriting. The stark interest rate risk has overshadowed CRE fundamentals for the time being. But we expect values will begin stabilizing later this year.
  • Looking for green shoots? Watch the credit cycle

    Apr 21, 2023, 13:46 PM by Michael Leahy
    Just as velocity of money (nominal GDP/money supply) is an important driver of monetary inflation, a greater influx of cash flow into commercial real estate (CRE) is a fundamental driver of property value appreciation.
  • 24/7 Neighborhoods Offer Reprieve for Beleaguered Urban Office Markets

    Apr 17, 2023, 09:40 AM by Matt Mowell
    ‘Live-Work-Shop’ neighborhoods are providing a silver lining for the beleaguered office sector. Many prominent Live-Work-Shop neighborhoods are outperforming the broader market in which they reside.
  • The Zoom Housing Boom is Coming to An End in the U.S.

    Apr 11, 2023, 15:21 PM by Matt Mowell
    The Federal Reserve’s aggressive rate hikes have stalled national home price appreciation and even caused notable declines in some markets.
  • Small banks have larger real estate exposure

    Apr 5, 2023, 10:20 AM by Matt Mowell
    Today, according to the Federal Reserve, commercial real estate loans comprise 43% of smaller banks’ assets. Encouragingly, deals were underwritten at more conservative LTVs than in the years before the Global Financial Crisis, and valuations have grown significantly over the past decade— up 42% for multifamily and 14% for office. This provides some cushion for regional banks amid higher cap rates.
  • Retail space is continuing to right-size

    Mar 27, 2023, 14:18 PM by Daniel Diebel
    Had retail space been overbuilt in previous cycles? Is it just now reaching supply-demand equilibrium?
  • The Rise and Fall of Office to Multifamily Conversions: A Real Estate Investigation

    Mar 20, 2023, 14:21 PM by Dennis Schoenmaker
    Office-to-multifamily (OTM) conversions is a popular topic in the media, but rare, and unlikely to impact the bottom line of either sector.
  • Consumer debt unlikely to derail summer vacations

    Mar 17, 2023, 14:54 PM by Matt Mowell
    Fiscal stimulus is in the rear-view mirror, excess savings are quickly dwindling and consumers must contend with higher interest rates.
  • Identifying U.S. Metros that Benefit from Rising Manufacturing Employment

    Mar 15, 2023, 20:56 PM by Matt Mowell
    Products manufactured in the U.S., and the markets where they are manufactured, continues to evolve. Looking at how each metro’s share of U.S. manufacturing employment has changed since 2010 provides a glimpse into this evolution.


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