Economic Trends

Dive into how capital flows may be defining the future of CRE investments. Get insights into 2024 economic shifts and real estate market dislocation.

Explore the potential implications of increasing singlehood among 40-year-olds on multifamily housing demand and the financial impact of the "singles tax".

Commercial real estate insights from the Office of the Chief Investment Officer

What caused the recent GDP dip and should we panic? The short answer is, “we don’t believe so,” but let’s unpack that statement.

The region roughly synonymous with the Southern half of the U.S., has benefited from the long-running migration from the Snowbelt. As an investment theme, the Sunbelt continues to feature prominently in our investment approach.

A note from our CIO, Ian Formigle, on what the recent interest rate increase could mean for commercial real estate.

Our Chief Investment Officer, Ian Formigle, shares his analysis.

2020 was a year unlike anything most of us had ever experienced. And although we’re still struggling with the lasting effects of the pandemic, it’s importa

As our Investment Products & Portfolio Manager, Thomas McDonald, puts it, “Not all real estate income is created equally.”  Understanding the durability of real estate income allows investors to better identify which assets may have a higher likelihood ...

Moderated by Peter Grant of The Wall Street Journal, Ian Formigle and Melissa Reagen discussed how commercial real estate is reacting to COVID-19.