Our latest perspectives
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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 about The Inflection Point for U.S. Multifamily Markets
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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 about Ahead of the FOMC: Can the Fed Justify a Cut Under Its Dual Mandate?
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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 about Alternatives Education
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2025 Midyear outlook
July 25, 2025
Our midyear theme, Finding Clarity through the Clouds, reflects the beginning of a new upcycle of US commercial real estate,…Read More about 2025 Midyear outlook
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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 about Residential Rental Sector Spotlight
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The weekly note
April 17, 2025
This Week’s Developments in the US Economy The Potential Impacts of Tariffs on Multifamily Portfolios Recent US tariff policies are…Read More about The weekly note
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The weekly note
April 7, 2025
This Week’s Developments in the US Economy Navigating Market Volatility: Why Private Real Estate Offers Stability Amid Public Market Turbulence…Read More about The weekly note
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The weekly note
February 20, 2025
This Week’s Developments in the US Economy Housing Affordability Is Worsening The sense that housing affordability has worsened for US…Read More about The weekly note
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the weekly note
February 6, 2025
This Week’s Developments in the US Economy Ready, Set, Hold Last week’s Fed meeting was largely a non-event for markets…Read More about the weekly note
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Bridge 2025 Us market outlook webinar replay
January 27, 2025
Couldn’t attend our 2025 Outlook Webinar live? The replay, featuring Bridge senior leaders discussing key investment themes and the 2025…Read More about Bridge 2025 Us market outlook webinar replay
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The Weekly Note
January 23, 2025
This Week’s Developments in the US Economy The Importance of Credible Projections and the Implication for Our Outlook As we…Read More about The Weekly Note
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2025 Outlook
January 8, 2025
We find ourselves at a pivotal moment for the commercial real estate market—a time of both challenge and opportunity. Download…Read More about 2025 Outlook
