INSIGHTS
Wind in the Willows
Private Equity Investors are Snapping up Data Centers and Here’s Why That’s a Good Idea…
The chart below was created by IDC, but this chart has seen many iterations from many different sources. Every time we look at it, we take a minute to pause and think about what this chart actually says.
New Supply in Multifamily – Fate (and maybe the Fed) Will Decide the Rest
investors paid high prices for Multifamily properties assuming significant rent growth and committed to build significant new supply.
Multifamily Dynamics
Abruptly changing interest rates have a really interesting effect on human behavior. What we’ve seen over the last year is that rather than acting to position themselves for raising rates, market participants on both sides have decided to sit on their hands.
Will Workers Return to the Office Faster Than we Think?
Will Workers Return to the Office Faster Than we Think?
Rise of the Millionaire Renter
Most people, when they think back to the Great Financial Crisis, they think of excess. Excesses in leverage, lackadaisical analysis of credit and a glut of housing. And yes, that was what led to the financial crisis, but in the wake of the FC, a fascinating thing occurred. Banks worked hard to fix their loan books, home builders slowed their activity and investors nearly forgot single family housing. For good reason too.