In a sponsored interview published in the July/August issue of Institutional Real Estate Americas, Hans Nordby, executive managing director of research and investment analytics, and Gary Jaye, chief investment officer of Transwestern investments, discuss the strategic implications of the “K-shaped economy,” pointing to the surprising resilience and NOI outperformance demonstrated by high-quality retail and office properties in prime locations during cycles that were expected to devastate those sectors, and describing how similar dynamics are playing out in industrial, multifamily, retail, and office.
" Capital is flowing back into real estate again …. As that happens, the tide may rise across the board, but outperformance will be conditioned by technological changes and all the other supply and demand factors we’ve been discussing. When it comes to specific rent performance and alpha, location and quality matter more than they ever have. Your alpha is going t
