Our latest perspectives
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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 of tenant demand. As local consumption represents an increasing share of freight,…
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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
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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
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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
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Bridge Industrial Net Lease
December 10, 2024
The Current Opportunity in Industrial Net Lease Investing Net Lease Investing- Industrial Focus Industrial Net Lease Investing – Tax-Efficient Yield…Read More
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Missing Middle: Workforce and Affordable Housing in the US
December 10, 2024
Jack Robinson, PhD, Managing Director, Chief Economist and Head of Research; Morgan Zollinger, Director, Head of Market Research In recent…Read More
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Logistics Mid-Year Outlook
June 12, 2024
Midway through 2024, a moderating macro environment and softening logistics fundamentals at the national level reinforce four themes that inform…Read More
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Bridge Agency Mortgage-backed Securities
April 10, 2024
Posted: Q2 2024Mohit Chandarana, CIO Bridge Agency MBS strategy, shares his thoughts on the evolving landscape.Learn more here: Disclosures ©…Read More
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Bridge Workforce & Affordable Housing
February 10, 2024
Rachel Diller, CIO Bridge Workforce & Affordable Housing, shares her thoughts on the evolving landscape.Learn more here: Disclosures © 2024…Read More
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Bridge Multifamily
January 10, 2024
Colin Apple and Matt DeGraw, Co-CIOs Bridge Multifamily, shares their thoughts on the evolving landscape.Learn more here: Disclosures © 2024…Read More
