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CRE property price growth well above its pre-COVID pace

Commercial real estate property prices rose in August at their fastest pace since 2005. Our chart compares growth today to before the pandemic.

CRE rent growth has mostly outpaced inflation

Amid unrelenting inflation, this week’s chart looks at effective annual rent growth outpacing inflation across certain CRE sectors.

CRE: Not out of the woods yet?

With challenges around every bend, read how investors are accessing opportunity in commercial real estate today.

Credit attractive compared to expensive stocks?

Stocks remain expensive and credit markets may offer an attractive alternative. This week’s chart looks at diverging valuations over time.

Credit has never had consecutive negative annual returns

Are credit markets poised for a bounce back? They have never seen two consecutive down years. This week’s chart looks at historical credit returns.

Credit market commentary: April 2021

The duration-sensitive Barclays Agg posted its first positive return of the year in April as long-term interest rates drifted lower.

Credit market commentary: April 2022

Markets continued to grapple with volatility in April, as rising interest rates and broader macroeconomic uncertainty sent most major asset classes sharply lower.

Credit market commentary: April 2023

Following an extraordinarily volatile March, credit markets turned higher amid the more settled macro environment.

Credit market commentary: April 2018

As interest rates rose, high yield bonds and senior secured loans outperformed more duration-sensitive asset classes.
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