This Week’s Developments in the US Economy Navigating Market Volatility: Why Private Real Estate Offers Stability Amid Public Market Turbulence We believe volatile market and macro conditions warrant evaluation of private US real estate exposure, ensuring portfolios are effectively positioned to weather near-term volatility while capturing long-term value. The announcement of sweeping US tariffs, which…
We find ourselves at a pivotal moment for the commercial real estate market—a time of both challenge and opportunity. Download the 2025 Outlook here
Our annual Workforce and Affordable Housing Impact Report, highlighting the impacts and achievements of our strategy through Q2′ 24. Read the 2024 WFAH Report here
Midway through 2024, a moderating macro environment and softening logistics fundamentals at the national level reinforce four themes that inform logistics markets today. Download here. From market views to asset subtypes, understanding the matrix of intersecting and overlapping themes in the logistics sector (detailed below) is key to prudent asset selection and accurately identifying opportunities…