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our insights

  • The U.S. Housing Market Has Entered Another Era of Rentership

    January 28, 2026

    Key TakeawaysMultifamily fundamentals are normalizing as annual demand approaches trend while supply pressures fade. New construction is decelerating meaningfully, occupancy is stabilizing across many markets, and visibility into forward supply conditions is improving. Rentership is increasingly structural, not cyclical. The…
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  • From Tonnage to Tenants: Freight Signals for Industrial Real Estate

    January 15, 2026

    Executive SummaryFreight activity offers a clear, fundamentals-driven lens on industrial real estate demand, making freight trends a useful early indicator of…
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  • U.S. Commercial Real Estate Is Inexpensive Relative to U.S. Equities

    November 11, 2025

    Executive SummaryBased on Q3 2025 cross‑asset comparisons, we believe U.S. CRE appears inexpensive relative to major U.S. equity indices, creating a potential…
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  • 2025 Workforce and Affordable Housing Impact Report

    November 10, 2025

    Our annual 2025 Workforce and Affordable Housing Impact Report, highlighting the impacts and achievements of our strategy. Read the 2025 WFAH…
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