Q4 2021 outlook: Still on solid footing
Credit markets have been remarkably steady this year and enter Q4 on solid footing. This tight spread environment presents challenges, but the largest risks we see lie outside credit markets.
Q3 2021: Heating up
As the economy rebounds, CRE fundamentals are materially improving. Still, investors must navigate uncertainty around how pandemic trends will impact certain property sectors.
Q3 2021: Zooming in on inflation
Inflation is dominating the economic discussion, and with good reason. Rising inflation and the Fed’s hawkish pivot have critical implications for interest rates and investors.
Q3 2021: Enjoying the ride
With the pandemic now (hopefully) firmly in the rearview mirror for domestic markets, a new environment has emerged for high yield bonds and senior secured loans.
Q2 2021: Into the starting gates
Riding on growth optimism in the broader economy, we expect to see improvement in both CRE fundamentals and transaction activity during Q2.
Q2 2021: Almost home
Though pandemic-related challenges remain, economic optimism is in the air and growth is expected to surge. In Q2, we are so close to coming full circle on this unprecedented economic cycle.