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US Real Estate Outlook: Patience Required

This paper discusses recent trends in US commercial real estate fundamentals and looks ahead to what might be in store for the remainder of 2021. Overall, we are reluctant to sound overly bullish about the broad asset class, as the outlook for some sectors is unclear. Still, for investors looking to immediately deploy capital, we highlight two categories of opportunities.

April 2021

Case Study: Furthering a family’s ESG mission in a private investments portfolio

For generations, the Liu family has sought to make the world a better, more sustainable place. The patriarch of the family built the Liu’s wealth through a two-tiered approach: first, an investment in a manufacturing venture, and second, investing the proceeds of that venture into building an operating business with an environmental mission. CLIENT BRIEF […]

February 2021

Is Distressed Real Estate Actionable Today?

Yes, but the opportunity set is currently limited. To date, the large amount of government stimulus and lax credit enforcements, the differentiated impact of COVID-19 on real estate sectors, and the challenges associated with valuing assets have worked to keep broad-based distress at bay for now.

October 2020

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