The U.S. housing market has been stuck in neutral for quite some time. After a short burst of enthusiasm in the years following the pandemic, momentum has slowed considerably. While […]
All Doom and Gloom?
Risks and opportunities in commercial real estate. Empty buildings overgrown with weeds. Zombies walking halls. The media has recently evoked this imagery when discussing commercial real estate (CRE). There are […]
Overlooked but Not Forgotten
Less conventional asset classes including Real Estate, Natural Resources and Alternatives helped insulate our portfolios in an incredibly challenging market environment last year. By most measures, 2022 was a challenging […]
Forgotten to Favored
Through the first half of 2021, Natural Resources and Real Estate are amongst the best performing asset classes – we’ll look at what drove this performance and offer an outlook […]
Real Estate: Opportunity Amidst the Chaos
In recent weeks as financial markets reeled in response to ongoing coronavirus headlines, few asset classes were spared. Even parts of investment grade Fixed Income, the asset class intended to […]
Housing, Homebuilders, and Corrections…
Click here to download a PRINT VERSION of this article. In the ten years since the financial crisis, housing markets have recovered, stock markets have eclipsed their prior highs, and […]
Home Prices
My first job was as a real estate appraiser for Crocker Bank. I visited hundreds of homes and commercial properties over the course of two years and learned some things […]
As the Cycle Turns
The property recovery cycle has led to outstanding homebuilding and commercial real estate annualized returns relative to most other asset classes over the past five years. All cycles turn, however. […]