Real estate
Q4 2024 Commercial real estate outlook: Recipe for a rebound
The ingredients for a market rebound are present, setting the table for a more appetizing menu of investment opportunities in 2025 and beyond.
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Strategy note
Post-election strategy note—part II: Encore, laissez les bon temps rouler
Let the good times roll for private credit, senior commercial real estate lending and liquid multi-strategy funds.
Blog
Real estate: Valuations still a cause for pause
Transaction volume remains well below even pre-COVID levels, suggesting a lingering bid/ask spread.
Podcast
Private markets outlook: Refilling the glass
Our experts examine private markets and the outlooks for private equity, private credit and commercial real estate in 2025.
Blog
Real estate: Why this cycle is different
This real estate correction has been drastically different than any in recent memory.
Playbook
Mapping the markets: Q4 2024
Our Investment Research team compiled their best charts and latest market analysis across macroeconomics, public markets and private market strategies to help our clients map today’s markets.
Blog
Real estate outlook
The CRE correction that began in mid-2022 appears to be in its later stages.
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