Our latest perspectives
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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…
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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…Read More
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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…Read More
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The Great Reshuffling to the Sunbelt: Not Just a Flash in the Pan
November 4, 2025
Executive SummaryPull factors continue to steer people and employers toward the Sunbelt, and we believe momentum will persist for many…Read More
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Residential Rental Demand Sustained by the Persistent Unaffordability of Homeownership
October 23, 2025
Executive SummaryHigher buying costs and fewer affordable options are keeping would‑be buyers in rentals. We believe multifamily occupancy rates could…Read More
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U.S. E-Commerce Is a Durable Driver of Logistics Demand
October 16, 2025
Executive SummaryOnline sales are outpacing stores, and we believe demographics and sticky consumer behavioral shifts are durable tailwinds that will…Read More
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Momentum Is Building for U.S. Manufacturing
October 9, 2025
Executive SummaryU.S. reindustrialization is moving from promise to build‑out. Our review of more than 600 factory announcements over the past…Read More
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The Inflection Point for U.S. Multifamily Markets
September 30, 2025
Executive Summary U.S. multifamily is moving steadily to an expansion phase of the cycle. Our analysis of the 50 largest…Read More
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Ahead of the FOMC: Can the Fed Justify a Cut Under Its Dual Mandate?
September 15, 2025
Executive Summary What Is the Fed’s Dual Mandate “The Federal Reserve works to promote a strong U.S. economy. Specifically, Congress…Read More
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Alternatives Education
September 2, 2025
Our educational resources provide insights into alternative investments and our strategies. Access our alternatives educational resources here.Read More
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Residential Rental Sector Spotlight
April 30, 2025
Current market valuations at the start of a new cycle present a compelling entry point. Read the Residential Rental Market…Read More
