06.18.2025
Oil Markets in Focus Given Middle East Turmoil
Tensions in the Middle East spiked last week following a major escalation in the conflict between Israel and Iran, raising…
Core real estate investments experienced a sharp post-pandemic rebound, with the NFI-ODCE¹ benchmark returning 22.1% over the year ended September 30, 2022, more than double the index’s pre-pandemic 5-year average of 8.5%. In the fourth quarter, however, momentum shifted, with macroeconomic uncertainties impacting property level underwriting, cap rate assumptions, and asset pricing. Uncertainty has increased within the asset class due to inflation, rising interest rates, and geopolitical conflict, though real estate continues to offer long-term thematic tailwinds for institutional investors.
This newsletter explores a few crucial factors currently impacting real estate markets, as well as opportunities outside of core real estate that may be relatively better positioned amid these challenges.
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.
06.18.2025
Tensions in the Middle East spiked last week following a major escalation in the conflict between Israel and Iran, raising…
06.09.2025
In a report published last week, the Organization for Economic Cooperation and Development sharply lowered its global economic growth outlook,…
06.02.2025
Capital expenditure is a crucial yet sometimes underappreciated component in real estate underwriting, as it directly eats into the cash…
05.21.2025
Private markets have grown exponentially over the last two decades, driven by attractive long-term returns, diversification benefits, and early-stage value…
05.07.2025
The aging population in the United States has garnered increasing attention over the past two decades, coinciding with the retirement…
04.29.2025
This week’s chart shows two indices created by Morgan Stanley that seek to track the performance of companies with different…
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