We see an opportunity not seen since the great financial crisis (GFC) unfolding, with current metrics aligning to allow for similarly lucrative opportunities in the near term for those investors willing to take calculated risks despite the lack of an “all clear” sign.
The high-interest-rate environment has recently exerted substantial stress on the U.S. banking sector, compounded by a weakening commercial real estate market.
Ever since Carmen M. Reinhart and Kenneth S. Rogoff outlined the “this time is different” syndrome in their 2011 book This time is different: A panoramic view of eight centuries of financial crises, economists and investment market researchers have been wary of using this analogy when analyzing market performance across asset classes.
The short story for institutional investors is that the traditional core sectors — industrial, office, residential and retail — can be overbought and yet are not shock-proof. There is plenty, perhaps even too much, institutional capital and research chasing properties in the traditional core sectors, meaning that finding a relative bargain is unlikely, but paying top dollar is common.
Looking back at headlines from 2019, 2020, 2021, there are plenty of articles proclaiming the downfall of in-store retail. Doomed to disappear, supposedly, were a mass of brick-and-mortar locations. Ecommerce’s rocketing toward making up 17 percent
AVANA Cos. and funds managed by Oaktree Capital Management have formed the $250 million AVANA-Oaktree Private Credit Partnership (AOPCP) for its direct private commercial real estate lending strategy.
Logos Development, under the leadership of Pastor Martin Porter, has partnered with Walker & Dunlop as its exclusive financial adviser for the capitalization of affordable housing projects on church-owned land in partnership with Logos Development throughout urban neighborhoods on the West Coast.
Harrison Street has acquired a portfolio of senior living communities located throughout the Northeast from Brightview Senior Living.
Demand for data centers has never been higher, as evidenced by a record-breaking first half of 2024. These facilities are foundational to how modern society functions, placing increasing importance on ensuring land, power and talent are available for continued operations.
Funds managed by Blue Owl Capital, Chirisa Technology Parks (CTP) and PowerHouse Data Centers have executed a joint venture development agreement focused on the development of large-scale AI/HPC data centers for CoreWeave.
Cortland has held a close for its Cortland Enhanced Value Fund VI (CEVF VI) and its affiliated entities, securing $1.5 billion in commitments, exceeding its $1 billion target.
The Virginia Retirement System has committed nearly $200 million to two real estate funds, according to its latest investment report.
Nearly all North American fund managers currently find E.U. regulations complex and predict they will only find it harder to navigate over the next two years — with many saying the region is over-regulated to the point of being off-putting, according to a survey from Ocorian.
What are we accepting as truth without questioning? What narratives are we accepting because they provide comfort or stability, they are too dangerous to question for our careers, or we simply don’t know the questions to ask? I am still in the evaluation phase myself, but below are a handful of topics/statements I’ve started with related to real estate and investing.
Every month we receive hundreds of press releases, most of which are issued by public relations firms representing their investment manager clients. The last paragraph in each of those press releases is almost always reserved for a few sentences describing the nature of the firm for whom the press release is being released.