Advisor Perspectives

DECEMBER 9, 2023

When it comes to commercial real estate, a lot of attention is obviously paid to offices. But it's not the only sector facing strains.

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Calculated Risk

DECEMBER 9, 2022

During the month, the DMI continued its steady ascent, with the commercial component rising 4.3%, and the institutional component ticking up 2.7%. Commercial planning experienced a healthy increase in hotel and data center projects and modest growth in stores and office projects. from the revised October reading of 199.6. in October.

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Healthcare Education Planning Government 143

Calculated Risk

AUGUST 9, 2022

In July, the commercial component of the Momentum Index rose 5.5%, while the institutional component fell 2.0%. Commercial planning in July was led by an increase in data center, office and warehouse projects, while fewer education and healthcare projects drove the institutional component lower. The index was at 178.7

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The Irrelevant Investor

APRIL 2, 2023

Today’s Talk Your Book is brought to you by USQ On today’s show, we spoke with Tom Miller, CEO and CIO of USQ to discuss investing in commercial real estate in difficult macro environments. See here for USQs special Animal Spirits edition research paper on investing in private real estate.

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Calculated Risk

MAY 9, 2023

From Dodge Data Analytics: Dodge Momentum Index Declines In April After Pullback In Commercial Planning The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 5.1% In April, the commercial component of the DMI fell 8.0%, and the institutional component improved 0.3%. “On in April to 180.9

Healthcare 101

Healthcare Economics Education Retail 101

Calculated Risk

NOVEMBER 8, 2022

During the month, the DMI continued its steady ascent, with the commercial component rising 13%, and the institutional component ticking up 2.9%. Commercial planning was bolstered by a solid increase in office and hotel projects. This index suggests a solid pickup in commercial real estate construction into 2023.

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Healthcare Education Planning Economics 122

Advisor Perspectives

DECEMBER 6, 2023

the biggest US life insurer, downplayed concerns about the faltering commercial real estate market amid signs that occupancy is starting to recover. MetLife Inc.,

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Insurance Marketing Marketing 52

Calculated Risk

MARCH 7, 2023

In February, the commercial component of the DMI rose 1.4%, and the institutional component increased 2.9%. Commercial planning in February was bolstered by almost 20% growth in office planning activity, as data centers continued to steadily enter the planning queue. in February to 203.0 emphasis added Click on graph for larger image.

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Healthcare Economics Planning Education 106

Calculated Risk

APRIL 10, 2023

In March, the commercial component of the DMI fell 6.6%, and the institutional component decreased 12.9%. “We Commercial planning in March was driven down by less projects in the office and warehouse sectors, decreasing 29% and 11%, respectively. The commercial component was up 37%, and the institutional component was 2% higher.

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Healthcare Education Economics Banking 100

Advisor Perspectives

JULY 29, 2023

Office Commercial Real Estate faces challenges ahead, with high vacancy rates, declining rental income, and potential defaults. Investors should seek opportunities in more resilient sectors; multifamily properties for better risk-adjusted returns amidst a weakening economy/hawkish Fed.

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Investing Investments Economy 98

Discipline Funds

APRIL 14, 2023

What we’re seeing in commercial real estate these days is starting to look similarly uncomfortable. According to the Green Street Commercial Property Price Index prices are now down by 15%. That’s the largest decline we’ve seen since the GFC. But unlike the residential space there is no supply shortage.

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Banking Government Economics Assets 82

Calculated Risk

JANUARY 9, 2023

In December, the commercial component of the DMI rose 8.4%, and the institutional component ticked up 2.7%. Commercial planning in December was supported by broad-based increases across office, warehouse, retail and hotel planning. This index suggests a solid pickup in commercial real estate construction into 2023.

Healthcare 103

Healthcare Education Retail Planning 103

Calculated Risk

SEPTEMBER 9, 2022

In August, the commercial component of the Momentum Index rose 1%, while the institutional component fell 5.6%. Commercial planning in August was led by an increase in hotel projects, while fewer healthcare projects drove the institutional component lower. Compared to August 2021, the Momentum Index was up 14%. The index was at 171.9

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Healthcare Planning 103

Wealth Management

MARCH 20, 2023

Now is the time for commercial real estate professionals to adopt AI-based best practices and navigate the vertical market.

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Marketing Marketing 91

Calculated Risk

OCTOBER 10, 2022

In September, the commercial component of the Momentum Index rose 2.9%, while the institutional component also increased, seeing a double-digit gain of 11.7%. On the commercial side, the figure was primarily bolstered by an influx of data centers entering the planning queue. emphasis added Click on graph for larger image.

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Healthcare Education Planning 103

Calculated Risk

APRIL 10, 2023

Today, in the Calculated Risk Real Estate Newsletter: A Few Comments on Commercial Real Estate A brief excerpt: The focus of this newsletter is residential real estate, although I follow several commercial real estate (CRE) sectors on my blog.

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Retail Transportation Food Communication 64

A Wealth of Common Sense

APRIL 3, 2023

Today’s Talk Your Book is brought to you by USQ On today’s show, we spoke with Tom Miller, CEO and CIO of USQ to discuss investing in commercial real estate in difficult macro environments. See here for USQs special Animal Spirits edition research paper on investing in private real estate.

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Banking Investing Investments 67

Wealth Management

JULY 11, 2023

AI is here to stay and has the potential to radically transform how commercial real estate stakeholders operate and transact.

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Calculated Risk

MAY 8, 2024

Over the month, commercial planning improved 12.6% A flood of data center projects entered planning in April, causing robust growth in the commercial segment of the DMI, while traditional office and hotel projects continued to face slower momentum. Commercial construction is typically a lagging economic indicator.

Healthcare 102

Healthcare Planning Education Economics 102

Calculated Risk

APRIL 8, 2024

Over the month, commercial planning fell 3.2% In 2023, commercial planning decreased while institutional planning notably improved, sitting 29% above year-ago levels in February 2024. Commercial construction is typically a lagging economic indicator. in March to 164.0 2000=100) from the revised February reading of 179.5.

Education 117

Education Planning Economics Accounting 117

Abnormal Returns

MAY 13, 2024

theirrelevantinvestor.com) BREIT How has BREIT shrugged off the downturn in commercial real estate? insights.finominal.com) Why private real estate may not belong in a structure like BREIT. (spyglass.org) How Netflix ($NFLX) became the future of television.

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Financial Advising Education Manufacturing Media 245

Advisor Perspectives

OCTOBER 9, 2023

Higher interest rates aren’t just a thorn in the side of prospective residential real estate buyers and owners. Additionally, commercial real estate is feeling the pangs of a high-rate environment. That could bring out more bears in the sector.

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Advisor Perspectives

FEBRUARY 14, 2024

Two seasoned investment professionals bring us up to date on the intersection of commercial real estate and bank lending.

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Banking Investing Investments 52

MarketWatch

JUNE 16, 2023

A meeting Friday of the multi-agency Financial Stability Oversight Council focused in part on the potential risks in the commercial real estate (CRE) market, said a U.S. Treasury Department statement on the meeting.

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Risk Management Banking Management Marketing 96

Calculated Risk

FEBRUARY 7, 2023

In January, the commercial component of the DMI fell 10.0%, and the institutional component receded 4.7%. Weakness in commercial planning in January was broad-based, with office, warehouse, retail and hotel activity declining. The commercial component was up 40%, and the institutional component was 16% higher. in January to 201.5

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Healthcare Education Retail Planning 56

Calculated Risk

SEPTEMBER 11, 2023

Over the month, the commercial component of the DMI fell 1.6%, while the institutional component fell 14.8%. As we move into the final four months of 2023, both commercial and institutional planning will continue to be constrained.” The commercial and institutional components were up 3% and 7%, respectively. in August to 178.0

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Wealth Management

SEPTEMBER 26, 2023

Traditional sales can be time-consuming, with negotiations and contingencies that might cause the closing process to take months.

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Sales 111

Advisor Perspectives

OCTOBER 2, 2023

The commercial real estate sector’s continued challenges could potentially impact US banks. Franklin Templeton Fixed Income’s Shawn Lyons discusses the ongoing commercial real estate crisis and how US banks are safeguarding themselves against these issues.

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Banking 52

Wealth Management

NOVEMBER 26, 2023

It was clear prior to the pandemic investors felt strongly that real estate was a less correlated asset class in portfolios.

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Advisor Perspectives

MAY 1, 2023

But it also fueled a warehouse building boom and unleashed a torrent of pent-up travel-and-leisure spending when economies reopened, underscoring the diversity of commercial real estate.

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Retail Economy 40

Advisor Perspectives

MAY 1, 2023

But it also fueled a warehouse building boom and unleashed a torrent of pent-up travel-and-leisure spending when economies reopened, underscoring the diversity of commercial real estate.

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Retail Economy 40

Advisor Perspectives

AUGUST 28, 2023

Declining commercial real estate valuations will not likely lead to a wave of defaults among muni issuers, according to Franklin Templeton Fixed Income’s municipal bond team.

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Valuation 52

Wealth Management

DECEMBER 15, 2022

Real estate has historically been a preferred asset class because of its tremendous capabilities to build wealth. But there's more to consider to meet your goals.

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Assets 85

Wealth Management

OCTOBER 10, 2023

During times of market uncertainty, a strong, clear message is vital to building and maintaining trust.

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Marketing Marketing 98

Calculated Risk

JULY 11, 2023

Over the month, the commercial component of the DMI rose 3.1%, while the institutional component sunk 10.5%. “A In contrast, growth in the commercial segment may be fleeting, as the continued elevation in interest rates and increasingly tight lending standards weigh down the sector in the latter half of the year.” in June to 197.3

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Healthcare Education Planning Economics 89

Wealth Management

JUNE 27, 2023

As the amount of troubled loans mounts, real estate lenders are revisiting strategies from the Great Recession to avoid taking back the keys on some assets.

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Assets 111

Abnormal Returns

FEBRUARY 12, 2024

institutionalinvestor.com) Real estate Distressed real estate investors (and lenders) are gearing up. wsj.com) Is it time to start digging around for deals in San Francisco commercial real estate? (ovsecondopinion.substack.com) Life sciences startups need space and support to thrive.

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