Executive SummaryHigher buying costs and fewer affordable options are keeping would‑be buyers in rentals. We believe multifamily occupancy rates could achieve high levels in many markets across the U.S. Owning a home has gotten pricier. Home prices, mortgage rates, insurance, and taxes have all risen materially. At the same time, affordability protections on roughly 900,000…
Executive SummaryOnline sales are outpacing stores, and we believe demographics and sticky consumer behavioral shifts are durable tailwinds that will continue to shape U.S. commercial real estate in favor of modern logistics asset infrastructure that facilitate evolving consumer trends. Structural shifts in demand: Over the past decade, U.S. e‑commerce grew ~14% annually versus ~4% for…
Executive SummaryU.S. reindustrialization is moving from promise to build‑out. Our review of more than 600 factory announcements over the past two years points to accelerating shovel‑ready activity and completions. We anticipate that this capex cycle will bolster demand for modern industrial real estate, high‑throughput last‑mile logistics, and supporting infrastructure. Completions: Since mid‑2023, nearly 200 modern…
Executive Summary U.S. multifamily is moving steadily to an expansion phase of the cycle. Our analysis of the 50 largest markets shows nearly half are already in Early Expansion—occupancy is above historical levels and rent growth momentum is accelerating. By mid 2026, we expect 40 of 50 markets to be in this phase, assuming absorption…
Current market valuations at the start of a new cycle present a compelling entry point. Read the Residential Rental Market Overview here
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 ©…
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…
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…
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…
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…
Colin Apple and Matt DeGraw, Co-CIOs Bridge Multifamily, shares their 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…
Bridge Renewable Energy’s CIO, Adam Haughton, shares his thoughts on the evolving landscape. Learn more about the Bridge Renewable Energy strategy here: Disclosures © 2023 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…