Snapshots
Investment Thesis
January 2013Looking Beyond The Fiscal Cliff: Commercial Real Estate Hopes and Prays Jamie Dimon Is Correct
Assuming a budget deal will require sizable spending cuts and tax increases how is that different from the Fiscal Cliff? Will businesses increase investment to offset government spending cuts and tax increases?
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The Next Evolution in Shopping Centers – Medtail
As Baby Boomers move into the 65 plus demographic health care spending will increasingly crowd out retail spending. Adroit shopping center owners will adapt their tenant mix to this reality. Others will be buffeted by a threat rivaling that of online retailing.
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July 2012Big Money in the Big Box
The process of competition pushes firms to experiment with new business models as they seek any edge that will cut expenses and/or boost revenue. This process of experimentation has led to a clear preference for certain types of warehouse space as part of the solution to manage costs in the supply chain.
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Market Dynamics
April 2013
Retailing Strategies for Today’s Omni-Channel World
As online shopping grows and technology advances, retail real estate has been suffering from the effects of e-commerce. Today’s consumer is multi-dimensional in the way that they shop and therefore retailers must also employ the same tactics in the way that they sell their products. Those retailers that conforming to this new breed of shoppers with omni-channel strategies are the ones looking to the future of retail.
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September 2012
Can "The 2003 Problem" Happen in the U.S.?
Despite economic uncertainty in the U.S., there are some new office projects moving forward. In a similar period in Japan following the long deflationary period after the 1980s, so much new office construction came out of the ground in 2003 that it was dubbed "The 2003 Problem". Are similar features at play in the U.S. today?
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Research Methodology
September 2012
Identifying Risky Multifamily Markets: A Forward Looking Approach
When identifying which markets may be more "risky" or subject to drops on rents and occupancies, lenders often tend to focus on the historic pattern of volatility. While historic measures of rent volatility may be useful in characterizing markets, they have several shortcomings when used to evaluate the overall volatility or riskiness of future market performance.
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