Q1 2021: Waiting on the world to change
While the first quarter of 2021 may continue to be challenging, we see gradual progress for CRE capital markets leading into a robust recovery later in the year.
Q1 2021: Positioned for strength
The backdrop for credit in 2021 looks favorable. However, active management remains key to generating excess returns and navigating volatility amid the continued impact of COVID-19.
Q4 2020: Separating the signal from the noise
While the commercial real estate market continues to cope with impacts of the pandemic, we outline performance expectations for key sectors and dig into the dispersion created by this environment.
Q4 2020: Further to go
The Q3 bounce has been stronger than expected, and consumers remain resilient. But with concerns about volatility rising and income still hard to find, it’s clear the challenges of 2020 are not over.
Q4 2020: Staying active
While uncertainty is still top of mind, we believe active managers will find opportunity in the dispersion across asset classes, industries and ratings
Q3 2020: Divergent roads
After a decade of strong performance in which property prices more than doubled, the commercial real estate market, like many other markets across the globe, was halted in its tracks by the pandemic.