In the world of institutional real estate investing, you might say there are two kinds of bears: wild bears and zoo bears. Wild bears roam freely and are always on the prowl for opportunities in the markets. They take carefully calculated risks and shape their own destiny. Zoo bears tend to stay within the confines of conventional strategies, waiting in their self-imposed cages for ...

Despite persistent macroeconomic uncertainty, the global aviation industry continues to climb. In fact, 2025 is shaping up to be a record-breaking year, with airline revenues forecast to top $979 billion, close to the psychologically important $1 trillion mark. Passenger load factors are set to hit an all-time average high of 84 percent, and operating profits are improving across the board.

Gold has a well-burnished reputation as an inflation hedge, and gold aficionados often point to gold’s ability to hold its value over time. In a well-worn piece of investment folklore, it is often said that one ounce of gold should roughly translate into the price of a high-quality men’s suit, for example. Gold’s popularity as an inflation hedge is ...

Eight months into his job at Aegon Asset Management, a senior director in real estate private equity was approached by the person who hired him and asked this question: “Is there anything that has surprised you since joining the organization?” He thought for a moment before offering this comeback ...

The U.S. housing shortage, already a critical concern, is expected to worsen over the next two to three years due to a persistent imbalance between supply and demographically driven demand. The roots of this shortage trace back to the aftermath of the 2008 financial crisis, which severely disrupted homebuilding activity. Despite periods of recovery, construction has ...

Electric vehicle (EV) adoption is gaining serious momentum around the world. Multiple countries, including the United States, have already passed a passenger EV tipping point — when sales reach critical mass, after which adoption accelerates. In the United States, owning a light-duty EV is now cheaper than owning a gas-powered car over a vehicle’s lifespan. Thanks to ongoing savings from fuel, less maintenance and other recurring benefits, EVs save U.S. drivers an estimated $1,000 or more annually.

Despite concerns about global warming, natural gas remains a kingpin in world energy markets, fueling electric power plants and finding new uses in addition to workhorse roles in industry, heating, transportation and agriculture. The world’s demand for natural gas has been relentlessly growing for decades as the globe modernizes and industrializes, and living standards are obtained that can only be sustained by heavier energy consumption.

Imagine you own a small 20-acre farm in California’s Central Valley. You and your family have cultivated this land for decades, but drought, increasing costs and decreasing water availability are making each year more difficult. Now imagine that a solar-electricity developer approaches you and presents ...

Appropriately enough for those seeking profits in rare earths, the Han Chinese word for “crisis” is famously written with two characters, one representing “danger” and the other representing “opportunity.” The opportunity is signaled as a crucial turning point, which can — if exploited properly — lead to positive changes or a better outcome. There is a brewing crisis in ...

The common narrative around malls has painted a bleak picture. For years malls have been considered anachronistic — a retail format that consumers no longer find appealing. But when you dig into current data, it tells a vastly different story. Top-tier malls are not just surviving; they’re staging a ...

The $507.7 billion global sports market is expected to reach $862.6 billion in 2033, and investors are shifting their attention to how they can participate in this growth, according to an ORG Portfolio Management report titled Sports, Media and the Search for Uncorrelated Returns. A sector that traditionally has drawn exclusively ultra-wealthy individuals is transitioning to an accessible and lucrative opportunity for all investors.

Offshore wind power could provide far more electricity than the United States uses for residential, commercial and industrial purposes. But the federal government has recently stopped approving offshore projects in the ocean. Another option is available, though: the Great Lakes, where we are based as water policy researchers, and where state agencies rather than federal officials are the trustees of the lakes. A January 2025 executive order from President Donald Trump attempts to ...

It’s easy to look at the lifestyles of the rich and famous and wonder what it would be like to break into this world. For most of us, it’s not realistic to expect an invitation to Jeff Bezos’ wedding, a coveted reservation at the most exclusive restaurant, or a spot on the waiting list for a Hermès Birkin bag. And if you’re on the outside looking in, it’s ...

Lawyers often tell their clients that everyone should have a will that clearly states who should inherit their assets after they die. But even having a will is not necessarily enough to avoid a costly and contentious legal dispute. Consider what happened after Jimmy Buffett died of skin cancer at the age of 76 in 2023. The singer and entrepreneurial founder of the Margaritaville brand ordered in his will that his fortune be placed in a trust after his death. To manage the trust, Buffett named ...

Andy Jassy, CEO of Amazon: “As we roll out more generative AI and agents, it should change the way our work is done. We will need fewer people doing some of the jobs that are being done today, and more people doing other types of jobs. It’s hard to know exactly where this nets out over time, but in the next few years, we ...

Cerity Partners has identified 13 of the most important takeaways from the Trump administration’s “big, beautiful bill” and its potential impact on investing. Read the ...

Governments worldwide are increasingly turning to wealth and exit taxes as tools for post-pandemic fiscal recovery and inequality reduction. In a new analysis, Global Citizen Solutions outlines the legal, economic and strategic implications of this trend, highlighting recent developments in the ...