

After the shock of COVID-19, the U.S. industrial market is expected to bounce back stronger than previously forecasted. In fact, demand will more than triple the previous forecast based on new metrics that CBRE Econometric Advisors has developed using e-commerce data....
US industrial developers are going to be busy…

US REITs: Offense Might Win Games, but Defense Wins Championships
Call it what you will. The Covid-19 pandemic. The Great Lockdown. The Coronavirus Recession. Whatever label you give it, it remains unprecedented. Never in history has more than 60% of the global population come under this kind of lock-and-key restrictions all at...
US REITs: Offense Might Win Games, but Defense Wins Championships

An American Point of View: Office Investment in 2020
In over 30 years of involvement in US real estate, I have never encountered a dilemma in institutional office investment similar to what we are experiencing today. About half of my peers at Barings, and around the industry, are expecting a decline in office demand as...
An American Point of View: Office Investment in 2020

The monthly Startling Stats Index – comparison of UK and US lending and home affordability
Each month we present some statistics in the raw from Macrobond. This month UK and US lending and house prices. United Kingdom: Total amount of household loans outstanding in April 2020: 1.77 trillion GBP Change since same period previous year: -4% As percentage of...
The monthly Startling Stats Index – comparison of UK and US lending and home affordability

Politics and Returns
Assuming the U.S. elections still happen in November 2020– how might that affect the U.S. economy and investment returns going forward? While no one can yet predict the outcome of the November election – it may be instructive to look at what has happened...
Politics and Returns