Commercial Real Estate

November 7, 2023

A Perspective on the Current Trend in CRE Cap Rates

"These supply and demand factors can have a significant impact on future returns, and the prospects of lower future returns will be reflected in cap rates."

September 27, 2023

Prologis Explains Why Today’s Supply Chains Require More Logistics Space

In today’s world, 57% more logistics real estate is required to support $1 billion in retail sales than a decade ago, a new analysis by Prologis has found. Ten years ago, 500,000 SF would have been sufficient to do the job. Today, 800,000 SF is needed. “Today, these supply chains amount to 1.2 billion SF and…

September 27, 2023

Why Real Estate Investors Like the Self-Storage Industry

There are many reasons why the self-storage sector attracts real estate investors. For one, it is recession-resistant with predictable revenue. Also, customers for self-storage units are typically paying a relatively low rent, as opposed to single-tenant real estate such as retail or office buildings where occupants are on the hook for a bigger check each…

September 27, 2023

Prologis Looks at Four Global Trends Impacting Logistics

Logistics giant Prologis has been looking at the forces affecting logistics real estate and points to four areas that will have the biggest impact. First is a fall in volatility “because of the multiplier effect on demand and structural discipline in supply.” One is a “multiplier effect on demand.” More economic activity is now tied…

September 13, 2023

It Should Be Obvious What Rising Rates Are Doing to Commercial Real Estate

In an article we published on the Blue Vault website on September 6, 2023, we asked the question “What Happened to Ares Industrial REIT’s NAVs.” After looking at the possible relationship between Ares Industrial REIT’s NAVs over the past two years and the monthly returns posted by NAREIT’s listed REITs categorized as “Industrial” REITs, we…

September 8, 2023

Private Debt Exceeds Investor Expectations; RE Debt Funds Target ‘huge void’

Of all alternatives, private debt has most outperformed expectations over the past year. 90% of institutional investors that responded to Preqin survey reported that private debt had met or exceeded their expectations over the past year....

September 6, 2023

NBIM: Listed and Private Real Estate is All The Same in The Long Run

For the past three years Norges Bank Investment Management, which manages the $1.43 trillion Government Pension Fund Global, has managed its listed and unlisted real estate teams under one umbrella. It was part of a re-organisation to bring the teams closer together following the 2019 shift to manage the real estate exposure in one combined…

August 30, 2023

Blackstone Group retail push returns after property fund redemption panic – reports

Blackstone Group has revived plans to enter the retail market and launch a private equity fund for wealthy investors, according to reports. The company's ambition to launch the Blackstone Private Equity Strategies fund were scuppered in 2022 after it was forced to limit redemptions from its flagship $67bn property fund.

August 30, 2023

Arixa Capital Announces Strategic Joint Venture With Oaktree

Arixa Capital Advisors, LLC ("Arixa Capital" or "Arixa") today announced the launch of a $100M strategic joint venture, with the ability to upsize in the future, with funds managed by Oaktree Capital Management, L.P. ("Oaktree") to originate senior secured loans backed by residential and commercial real estate....