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The missing piece: SOFR’s place in the post-LIBOR puzzle

Read about key differences between SOFR and LIBOR, and upcoming milestones for SOFR's incorporation into markets.

The more things change, the more they remain the same during bear markets

New strategy note from Chief Market Strategist Troy Gayeski

The next downturn is here. How will CRE debt hold up?

Here we analyze the potential impact of COVID-19 on the CRE debt market by examining the market’s performance during the 2008 GFC and comparing the state of the pre-GFC and pre-COVID markets.

The opportunity in commercial real estate debt

CRE debt may be particularly attractive for investors looking to potentially manage interest rate risk and hedge against inflation risks of tomorrow’s markets.

The race for space: analyzing the red-hot housing market

With home price growth at its highest level since 2004, we break down key supply and demand drivers and look ahead to what’s next.

The real world: A modern approach to real asset investing

Secular changes in our economy and elevated inflation demand not only a fresh look at real assets, but also a fresh definition.
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