Insights

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.

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.

A mortgage with a sub-3% rate feels like the proverbial golden handcuffs these days. We examine rates, Fed policy and other trends driving the housing and CRE markets.

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.

Our experts dive into their outlooks for macro and markets in the third quarter.

New commercial real estate deliveries are set to plunge in 2025 and beyond, setting the stage for a improved sentiment in the near term.