More of our insights
FireSide: Anatomy of a CRE correction—2024 Update
CRE expert Andrew Korz joins Chief U.S. Economist Lara Rhame to update their outlook for the correction and discuss potential opportunities.
Q1 2024 Commercial real estate outlook: The long way ’round
The U.S. commercial real estate market enters 2024 balancing hopes for a better year with fears of a more significant downturn.
Private CRE debt offers a hefty yield premium to cash
This week’s chart looks at private CRE debt’s notable yield premium to cash, even as cash yields are elevated.
Charted territory: Anatomy of a CRE correction
The Investment Research team updates their views on the CRE market heading into 2024. Listen to the key trends from one of our experts. Then, read the chartbook for the full story.
FireSide: Q4 2023 Research roundtable—Can the growth continue?
Our experts dive in to the latest in commercial real estate, corporate credit and macroeconomic trends.
Q4 2023 Commercial real estate outlook: Push and pull
Countervailing forces continue to define today’s CRE market, with the push of higher interest rates opposed by the pull of impressively resilient fundamentals.
