Anatomy of a CRE correction: The road to revival in 2025
More of our insights
The Galactic Mean Reversion Part II: Trade wars are not good for S&P 500 profit margins
Our Chief Market Strategist looks at what trade policy may mean for public equities and how investors can respond.
Income will likely drive CRE returns again
As the CRE market reverts toward a more normalized environment, income-centric strategies could return to favor.
Strive in ’25: Market/Asset allocation outlook
What are the key opportunities in 2025? Our Chief Market Strategist discusses complementing public equity exposure, replacing/complementing fixed income and putting cash to work.
Q1 2025 Commercial real estate outlook: Breaking ground on a rebound
After 30 months of correction, the U.S. CRE market finally appears poised to commence a rebound. New federal policy should benefit CRE, but also keep interest rates elevated.
The Takeaway with Troy Gayeski: Post-election strategy
Our Chief Market Strategist dives into his latest strategy note series on the post-election landscape for key alternative strategies.
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.
