Welcome to 2024! One of the last things I did in 2023 was to sit down with Richard Barkham and Spencer Levy of CBRE to discuss trends in the commercial real estate market and what happens next. cbre.com/insights/podca… #CRE MSCI

My favorite part in any presentation is the Q&A that follows. For a podcast I recorded with Richard Barkham and Spencer Levy late last year, we talked so long that they threw the in-room Q&A portion into a separate podcast. @cbre @msci_inc #cre cbre.com/insights/podca…

Investors hoping for growth in the MSCI Quarterly Property Indexes in the U.S. and U.K. should look to public market optimism. My colleague Bryan shows that unleveraged returns for publicly traded #CRE vehicles rebounded since late last year. ms.spr.ly/6040isiIo

The head of the world’s favourite index supplier is betting that his firm can penetrate the opaque, $12trn world of private finance econ.st/3vQHLWx 👇

Office prices are falling and people outside the #CRE industry are noticing. What gets lost is that not all office buildings are facing the same sorts of challenges. Price declines and illiquidity are concentrated. MSCI msci.com/www/blog-posts…

Not everything in commercial real estate is an office building. Had a flowing conversation with my colleagues Rebecca Rockey and Tom Leahy on variations in performance across different property sectors. Listen here: ms.spr.ly/6044cV9Zu MSCI #CRE

People are painting challenges to banks from #CRE price declines with too broad of a brush. With my colleague AMaltin we broke down price declines by sector and show that not every bank was originating loans tied to the problematic assets. MSCI msci.com/www/research-r…

I put some thoughts together on the lessons I learned from Ray Torto. He was a grea man. Much of the success I have had in my career stems from what he taught me. linkedin.com/pulse/lessons-… via LinkedIn

I am excited to host the Real Assets in Focus: US webinar, on April 23. I will be discussing whether or not recent MSCI data suggests that we are out of the trough in commercial real estate markets. Register now lnkd.in/giXtcCzq #RealAssetsInFocus #CRE

Capital market forces are no longer a tailwind for commerical real estate investment. Focusing on the basics of leasing and asset managment will drive performance moving forward. linkedin.com/pulse/capital-… @msci_inc #CRE

We released our April 2024 edition of U.S. Capital Trends yesterday. I run through the Big Picture on the content in the report here. Sign up here to get this sort of information right to your inbox: lnkd.in/gh7hzggw MSCI #CRE

I had a great conversation with Michael Bull about the retail property market last week. Check out the recording here: commercialrealestateshow.com/listen/retail-… Michael Bull, CCIM MSCI #CRE

Are Appraised Values Blind to Mounting Distess? linkedin.com/pulse/appraise… via LinkedIn MSCI #CRE

Commercial real estate seems to be turning a corner globally. There are still storm clouds out there, and holes in the capital stack that need to be patched for some assets. But the rapid decline in deal volume and pricing came to a halt in the second quarter of 2024. MSCI

Are you being paid properly for the risk you face from properties flooding? My colleague Niel Harmse looks at the issue of the value of properties at risk from flooding and it is much more than just a coastal flooding issue. #CRE MSCI msci.com/www/quick-take…

I sat down with Michael Bull in Atlanta to talk about retail property market investment. Prices have been growing which may aid market liquidity if these favorable trends continue. MSCI Michael Bull, CCIM #CRE commercialrealestateshow.com/listen/transac…

Commercial real investors use a number of analogies to provide a short description of where the market is at and how it is performing. Some analogies will not work as well in the current environment as the forces driving performance today are different from what we have seen

Check out my latest article: Opportunity Zone Legislation Helped Spur New Investment linkedin.com/pulse/opportun… via LinkedIn