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The Great Reboot: Economy and markets in 2020

Markets are facing the Great Reboot with optimism, while economic data continues to reflect a historic dislocation in labor, demand and supply.

The future of office investing

Despite claims of the office’s demise, we believe plentiful opportunity remains there for selective investors.

The Fed and fallen angels: Steer clear, or follow suit?

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

The end of an era

How the relationship between interest rates and cap rates affects the outlook for CRE equity investments

The diversification dilemma

Traditional diversifiers are offering little to no reliable downside protection. Low-correlated alternative investments may provide a solution.

The clear opportunity in a healthy middle market

Despite allocation challenges, revenue growth in the U.S. middle market remains healthier than ever as this week’s chart highlights.
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