

City centres and suburbs have been subject to both centripetal and centrifugal forces in modern times. During the first four decades after World War II, rapidly growing middle-class incomes in the Western world translated into expanding city suburbs. This trend peaked...
Suburbia strikes back

Why Every Net Lease REIT Should Strive To Be A Low-Cost Leader
WACC is an acronym that stands for “weighted average cost of capital” and this is one of the most important metrics we use in the REIT sector. The WACC is similar to the required rate of return that an investor expects from his investment in a certain project. The...
Why Every Net Lease REIT Should Strive To Be A Low-Cost Leader

Why Top Down Disruptions Increase the Role of Bottom Up Analysis: 4 recommendations
Impacts fast, recoveries slow Just as tornadoes, earthquakes, and floods quickly change urban landscapes, so too economic disruptions, erratic business cycles, and pandemics impact real estate expectations and forecasts. Black swan events arrive...
Why Top Down Disruptions Increase the Role of Bottom Up Analysis: 4 recommendations

Price action of USA private and public CRE: show me the data
Price discovery in the private real estate market is always a challenge when there is a sudden change in the market as we have now with COVID-19. As happened during past recessions, the number of transactions grinds almost to a halt making it difficult for...
Price action of USA private and public CRE: show me the data

TECH TALENT INTEGRAL IN COVID-19 ERA AND BEYOND
There are about 6.3 million highly skilled tech workers across the U.S. and Canada that are leading global innovation. This subset of 20 technical occupations is known as “Tech Talent” and these professionals are the ones that have made it possible for us to remain...
TECH TALENT INTEGRAL IN COVID-19 ERA AND BEYOND