Asset Manager Perspectives

June 26, 2024

The Rate Cuts Are Coming! The Rate Cuts Are Coming!

We now have ample hands, multiple lanterns, and still can’t find the correct path – the rate cuts are coming, it’s just a question of whether...

June 12, 2024

QOZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability

The QOZ Program was created to encourage investment in designated communities across the U.S. by providing certain tax incentives in return for committing long-term capital to these communities through investment vehicles known as Qualified Opportunity Funds (“QOFs”).

June 4, 2024

Industrial Property Sector Overview

Some industrial properties are referred to as logistics properties and we group the subsectors into the logistics and non-logistics category.

May 30, 2024

Overlooked Opportunities In The “Small Bay” Light Industrial Real Estate Subsector

Light industrial small bay properties deliver greatest value when they offer easy access to population clusters and the growth of these clusters serves to further enhance long-term demand and performance.

May 29, 2024

Aircraft Leasing Investments: Achieving Lift-off Through an Alternative Route

The global commercial aircraft leasing market, according to some estimates, is forecast to grow from roughly $155 billion in 2023 to over $315 billion in 2033.

April 10, 2024

The Golden Age of Net Lease?

What can explain these divergent experiences with retail properties and net leased properties? How can net lease experience stable values in the face of high interest rates and constrained capital while multi-family experiences a massive adjustment in values under the same conditions?

January 24, 2024

Leitbox – ‘All-Time Highs’ – Warning

While this boom may seem like a response to housing demands, it could lead to an oversupply in the market, especially if economic conditions change or if the actual demand for these new apartments fails to meet projections.

November 1, 2023

Almonds and Pistachios: Great Snacks but Better Investments

In the realm of agricultural investments, almond and pistachio farmland has emerged as a high-value potential investment option, offering a unique opportunity within the U.S. farmland landscape.

November 1, 2023

ESG: More than a Buzzword in Farmland Investing

“ESG Investing” has gained lots of attention–both good and bad–over the past 5-10 years. What used to be a niche corner of impact investing has become a greater part of the general investing landscape with the behemoths like BlackRock opining on sustainability and offering investors ESG-packaged funds...