Inflation

August 16, 2024

The dividends of policy divergence

The global interest-rate easing cycle is under way. We explore what that means for investors taking a global view on fixed-income opportunities while putting credit and currency risk in perspective.

December 27, 2023

2024 Trends to Watch in Real Assets

There is reason to believe that more forced capital events, including sales of distressed assets, could be on the way.

October 17, 2023

Housing remains a puzzle in Fed’s inflation fight

Analysts don't expect it to continue, with real-time rent data still pointing to an eventual slowdown in official housing price indexes that include information from a year ago in a moving average.

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 19, 2023

Self Storage Isn’t Just For Hoarders: A Primer For Investors

Only one asset class has an average occupancy of 92% and outperformed other asset classes in 2021, self-storage.

July 18, 2023

Homes Are Selling for Near-Record Highs as Supply Falls to New Low, Demand Picks Up

A record low number of homes for sale combined with an uptick in homebuyer demand propped up housing prices in June, even as elevated mortgage rates kept many buyers on the sidelines. That’s according to a new report from Redfin (redfin.com), the technology-powered real estate brokerage. The median U.S. home sale price was $426,056 in…