Residential Rental Sector Spotlight
Current market valuations at the start of a new cycle present a compelling entry point. Read the Residential Rental Market Overview here
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The Weekly Note
This Week’s Developments in the US Economy The Potential Impacts of Tariffs on Multifamily Portfolios Recent US tariff policies are seen by some as impacting multifamily operating costs, and thus a negative for the sector overall. Despite the near-term uncertainties about the impacts of tariffs, it may be easy for some to overlook that the…
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The Weekly Note
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…
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The Weekly Note
This Week’s Developments in the US Economy Housing Affordability Is Worsening The sense that housing affordability has worsened for US renters is not inaccurate—in fact, it appears that the housing system has lost ground gained in the previous business cycle. To some extent, we can see the implications of a market that continues to fall…
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Bridge 2025 U.S. Market Outlook Webinar Replay
Couldn’t attend our 2025 Outlook Webinar live? The replay, featuring Bridge senior leaders discussing key investment themes and the 2025 landscape, is now available. The information contained in this webinar or any materials provided in connection therewith (the “Webinar”) is being made available to existing limited partners or existing relationships that are accredited investors by…
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2025 Outlook
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
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Bridge Industrial Net Lease
The Current Opportunity in Industrial Net Lease Investing Net Lease Investing- Industrial Focus Industrial Net Lease Investing – Tax-Efficient Yield Industrial Net Lease Investing – The Importance of High-Quality Real Estate and Creditworthy Tenants What is Industrial Net Lease Bridge Industrial Net Lease’s co-CIO, Matt Tucker, shares his thoughts on the sector’s tailwinds. Disclosures ©…
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Missing Middle: Workforce and Affordable Housing in the US
Jack Robinson, PhD, Managing Director, Chief Economist and Head of Research; Morgan Zollinger, Director, Head of Market Research In recent years, workforce and affordable rental housing in the US has emerged as a meaningful, demographic-driven opportunity for real estate investors. But the US has a significant housing affordability challenge, which could potentially be alleviated through…
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2024 Workforce and Affordable Housing Impact report
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
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Logistics Mid-Year Outlook
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…
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Bridge Agency Mortgage-backed Securities
Posted: Q2 2024Mohit Chandarana, CIO Bridge Agency MBS strategy, shares his thoughts on the evolving landscape.Learn more here: Disclosures © 2024 Bridge Investment Group Holdings LLC. “Bridge Investment Group” and certain logos contained herein are trademarksowned by Bridge. Neither this recording nor any of the information contained herein constitutes an offer to sell, or a…
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Bridge Workforce & Affordable Housing
Rachel Diller, CIO Bridge Workforce & Affordable Housing, shares her thoughts on the evolving landscape.Learn more here: Disclosures © 2024 Bridge Investment Group Holdings LLC. “Bridge Investment Group” and certain logos contained herein are trademarksowned by Bridge. Neither this recording nor any of the information contained herein constitutes an offer to sell, or a solicitation…
