Jessica Noviskis, CFA
Portfolio Strategist, OCIO Services
Commercial real estate is increasingly being dubbed the next shoe to drop as markets assess the fallout from the regional banking turmoil. Amid higher rates and tighter credit conditions, private real estate is now facing the same repricing dynamics that hit the equity and bond markets last year, and while further write downs are expected, the headlines are likely overblown. Fundamental and financing issues are largely concentrated within the office sector — which will likely see a correction over a longer time period but be manageable for most core real estate funds — while other sectors, including industrial and multifamily, are actually set to benefit over the next few years.
This newsletter analyzes the current commercial real estate investment landscape including valuations, fundamentals, debt markets, and private real estate returns.
Read > Out of Office: Where Real Estate Markets Stand Today
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
10.22.2025
This video is a recording of a live webinar held October 22 by Marquette’s research team analyzing the third quarter…
10.22.2025
I spent the past weekend at my alma mater to watch them play their biggest rival. Football weekends there are…
10.20.2025
This week’s chart compares institutional and retail investor sentiment using two established indicators. Institutional sentiment is represented by the National…
10.06.2025
This week’s chart compares realized and expected Market Revenue per Available Foot (“M-RevPAF”) growth within the industrial real estate space…
10.03.2025
Watch the flash talks from Marquette’s 2025 Investment Symposium livestream on September 26 in the player below — use the…
09.22.2025
Barring a significant equity market drawdown in the coming weeks, the current bull market will turn three years old in…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >