Longer-form thinking on where the market goes.
3 white papers
Quick take on the rising importance of capital expenditure, particularly AI-related investment, in shaping inflation dynamics.
CRE recovery is intact, but widening dispersion across property types and markets underscores a K-shaped, more uneven path forward.
Examines how data centers blend real estate and infrastructure characteristics, assessing demand sustainability, power constraints, and why high-quality, power-secured assets remain strategically compelling.