Market activity slows as uncertainty around recovery permeates

Markets rally despite historically weak economic data

The what, how and why of an asset class that we believe presents more opportunity than many think.

In this note, we examine the performance of the CRE debt market during the 2008 global financial crisis (GFC), compare the state of the pre-GFC and pre-COVID markets and use this framework to analyze the potential impact of COVID-19 to the CRE debt market.

We examine an opportunity in credit markets recently impacted by action from the Federal Reserve.

The outbreak of COVID-19 has caused an unprecedented dislocation in economic activity, thrusting us squarely into the unknown. We assess the current economic reality, the state of the CRE market as it entered this crisis, and what we’re watching as we progress through it.

In this note, we take a look at the current corporate credit market impact, the effects of recent Federal Reserve policy response and the best course of action we see for investors moving forward.

Learn about impacts of COVID-19 on the corporate credit market, how this sell-off sits in context with previous sell-offs, and trends we’re watching this quarter.

In this research note, we discuss what happens when many traditional sources of portfolio diversification fail, and how liquid alternative funds may offer a compelling case for diversifying exposure.

In this note we look at potential impacts of COVID-19 on the CRE market, how much stress properties are equipped to handle, and which property types are most exposed.