Our latest perspectives
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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 potential attractive entry point as fundamentals firm and financial conditions ease. CRE…
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Bridge Renewable Energy
November 10, 2023
Bridge Renewable Energy’s CIO, Adam Haughton, shares his thoughts on the evolving landscape. Learn more about the Bridge Renewable Energy…Read More
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The New Geography Of U.S. Manufacturing
October 10, 2023
Implications for Industrial and Logistics Real Estate The US is experiencing a boom in factory construction, which we believe is…Read More
