More of our insights
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.
Private CRE lending: Opportunities to seize and risks to avoid
Our Chief Market Strategist examines the latest opportunities in private senior secured CRE lending.
Mapping the markets: Q3 2024
We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.
Alternative lenders fill a growing CRE lending void
As CRE deal volume shows signs of thawing, alternative lenders sit in an excellent position to capture attractive income opportunities.
The Takeaway with Troy Gayeski: Become the bank
Our Chief Market Strategist shares the key takeaways from his latest strategy note on why current conditions favor mortgage REITs and how to pick one.
Playbook for the great lending evolution
Cyclical and secular forces are challenging the traditional banking sector. We explore the changing lending landscape and its implications for markets and investors as private alternatives fill the void as banks retreat.
