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FireSide: Anatomy of a CRE correction

Andrew Korz and Lara Rhame discuss the commercial real estate market, troubling headlines around the office sector in the financial news, and what lies ahead for the CRE market.

FireSide: Anatomy of a CRE correction—2024 Update  

CRE expert Andrew Korz joins Chief U.S. Economist Lara Rhame to update their outlook for the correction and discuss potential opportunities.

FireSide: 5 challenges and 5 opportunities

We identify the five key challenges facing investors in 2024 and the five opportunities that may provide income, growth and diversification.

FireSide: 10 for ’24—Ten big ideas for 2024

Chief U.S. Economist Lara Rhame joins Andrew Korz to forecast the key macro and market trends for investors in 2024 and review last year’s predictions.

Finding opportunity in today’s volatility

A new strategy note from Chief Market Strategist Troy Gayeski

“Mulligan!”

Why investors should take advantage of the second chance to protect their portfolios from volatility

Be careful what you wish for: Fed lays groundwork for summer rate cut

We believe the Fed should take a cautious approach to cutting rates, despite the short-term benefit to financial markets.

Fed cuts interest rates 25 bps. Now what?

The good news, bad news paradox

Eye on CMBS delinquencies: CRE debt market health check

Real estate lending remains conservative and the CMBS delinquency rate recently hit a post-crisis low.

If the hare is expectations, then the tortoise is perspective

We are in a time of high policy uncertainty. The counterweight to expectations is perspective, and it is important for investors to leverage perspective for this long-term race we call investing.
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