• Multifamily vacancy poised to rise in all major markets

    Jun 21, 2023, 13:05 PM by Dennis Schoenmaker
    Multifamily vacancy rates, currently hovering near pre-COVID levels, are poised to increase. A moderate recession—which we believe will begin later this year—will temper household formation and lead to higher vacancy in every major market.

  • Industrial stock clustered around highway ramps in major logistics hubs

    Jun 21, 2023, 09:41 AM by Matt Mowell
    It is widely believed that Industrial real estate clusters along highways. We analyzed metro Atlanta, an important logistics hub serviced by multiple interstates and state highways, to test this hypothesis.

  • REIT valuations signal lower private asset values ahead

    Jun 13, 2023, 15:37 PM by Matt Mowell
    Transaction activity is down due to wide bid-ask spreads. Meanwhile, REIT implied cap rates have increased sharply, particularly for office space, as manifested in significant discounts to NAV. But a few distressed office asset sales suggest that REITs are on to something, and private-market devaluation will catch up soon.

  • REIT valuations signal lower private asset values ahead (data available)

    Jun 13, 2023, 15:37 PM by Matt Mowell
    Transaction activity is down due to wide bid-ask spreads. Meanwhile, REIT implied cap rates have increased sharply, particularly for office space, as manifested in significant discounts to NAV.

  • The Office Sector Debt-Funding Gap is Likely to Increase

    Jun 8, 2023, 14:50 PM by Michael Leahy
    Between 2023-2025, CBRE Econometric Advisors (CBRE EA) forecasts office owners will face a financing gap of $72.7 billion (26.4% of the lending volume originated in 2018-2020). This will likely lead to distress for some property investors and force others to inject more cash into their properties.

  • Don't fret the uptick in industrial availability just yet

    May 24, 2023, 12:33 PM by Matt Mowell
    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.

  • Don't fret the uptick in industrial availability just yet (data available)

    May 24, 2023, 12:33 PM by Matt Mowell
    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

    May 11, 2023, 10:32 AM by Matt Mowell
    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

    May 10, 2023, 12:20 PM 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.

  • Performance of REITs and Private CRE is Best Correlated Over Longer Holding Periods (data available)

    May 10, 2023, 12:20 PM 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.


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