More of our insights
Housing challenges create opportunity in CRE?
Housing data has crumbled under rapid Fed rate hikes. This week’s chart looks at how declining housing investment may mean opportunity in CRE.
Q3 2022 CRE outlook: Mean reversion, or something more?
As signs of a mean reversion appear across markets, we evaluate the degree to which commercial real estate sectors may moderate.
CRE debt has proven resilient during downturns
This week’s chart looks at the resilience of CRE debt during the global financial crisis, highlighting why seniority in the capital structure matters.
The keys to the housing market
The research team tackles the hot topic of the housing market, the impacts of rising rates + where it could go from here.
The future of office investing
Despite claims of the office’s demise, we believe plentiful opportunity remains there for selective investors.
CRE debt: An overlooked fixed income asset class?
This week’s chart looks at the components of CRE debt returns since 2007, highlighting income returns, which have more than offset credit losses.
