This past holiday season, as with many other times of the year, the difference between making or losing money online came down to one thing for many retailers: How effectively and efficiently they handle returns of merchandise. Returns are as old as the retail industry itself. But they play a much larger role in e-commerce. […]
Higher Interest Rates + Late Cycle = Lower Cap Rates. Huh? For the 22+ years I’ve been in this business, investors have relied on the relationship between cap rates and interest rates. But perhaps it’s time for us to stop relying on conventional wisdom. The general rule of thumb has been to look at cap […]
Whatever the popular story of the time, the reason that cycles come to an end is that central banks raise interest rates to suppress inflation. Initially, business and consumer confidence prevents interest rates from having an immediate effect. Later, leverage and over-expansion on two or three sectors of the economy usually cause a bigger decline […]
New warehouse supply has reacted robustly to the current strength of demand in Europe. As a result, completions have recently reached nearly double the levels at the height of the last cycle. We address here whether there is a risk that future supply could produce a surplus, or whether take-up will continue to be sufficient […]
Comparing returns, and risk, for debt markets across Europe has historically been nigh-on impossible due to a lack of data. But new research from CBRE will help existing and new lenders determine strategy from a position of greater understanding. The data show that returns vary significantly across markets, and – contrary to perceived wisdom – […]
An interview with Spencer Levy, Head of Americas Research at CBRE. […]
8 ways that technology will change the way we shop in 2030. […]
The human and financial impact of placemaking. […]
The listed European sector shows a strong recovery. […]
