ESR Cayman IPO: Valuation Insights
ESR Cayman (ESR HK) is the largest APAC focused logistics real estate platform by GFA and value of assets, according to JLL. ESR has delayed the...
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Continuing Positive Outlook for Last Mile Industrial Real Estate Supports New Financings Globally
We published a series of Insights explaining our positive outlook for the industrial segment of the global Real Estate sector. Currently,...
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TRACKING TRAFFIC/Chinese Express & Logistics: Inter-City Pricing -9.1% | But Freight Activity Stable
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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Rental Rates for Last Mile Industrial Real Estate Poised to Move Higher in Most Key Global Markets
New industry data this week, plus take-aways from our latest discussions with company managements, all confirm that the likely trend in...
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U.S. Equity Strategy: S&P 500 Fails at Resistance
We remain skeptical of the market's upside potential, as we are not sure if anything actually changed in Fed policy, or as a result of the...
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