Head of Public Policy Jason Cole and Executive Director of Research Andrew Korz delve into the potential political response and market impact.

Fundamentals have been impressively resilient in the face of higher rates and new supply, but financing costs are driving a wedge between buyers and sellers.

We explore why public markets are a poor mirror for the strong middle market, and how investors can use alternatives to gain access.

Private credit has grown in both size and breadth, prompting questions around the risks of the asset class and whether it could represent a bubble. We address those concerns in this note.

CRE investor sentiment seems to be perking up, even as high rates continue to challenge the market.

Private debt has grown from niche asset class to a heavyweight due to multiple structural shifts in capital markets—and its growth has shifted the opportunity set for both investors and borrowers.