Rough Road Ahead for US Commercial Real Estate but Industrial CRE Is Rooted to Outperform Others
US CRE shows bleak prospects for 2024 due to structural demand decline for office space. CRE loan delinquency on the rise for five sequential...
351 Views
WeWork IPO Preview: “Growth at Any Cost” and Some Really Bad Unit Economics
WeWork (rebranded now as The We Company) is another unicorn eyeing for an IPO this year. WeWork confidentially filed for its IPO with the SEC late...
772 Views
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
3.2k Views
Global Capital Trends In Real Estate In 2016
Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...
1.2k Views
'America First' Agenda Remains Contradictory, Vietnam Trip Notes…
Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...
988 Views