04.28.2025
As Real Estate Finds Its Bottom, Alternative Sectors Become More Prominent
Since the onset of the pandemic, the commercial real estate market has experienced significant volatility — first benefiting from a…
Core real estate investments have flourished since the financial crisis. Since delivering six consecutive double-digit annual returns through 2015, the NCREIF Open-end Diversified Core Equity Index (NFI-ODCE) returned a positive 8.8% in 2016 and a positive 3.5% YTD through June 2017. While overall returns are moderating, the relatively lower high single-digit returns remain consistent with our longer term expectations for the asset class and real estate remains an attractive investment relative to other assets classes. Investors may be wondering how much longer the real estate cycle can continue and if it is time to pull back on their allocations. In this newsletter, we address these questions by examining critical drivers of the real estate market, including performance, valuation, leverage, income, and capital flows.
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.
04.28.2025
Since the onset of the pandemic, the commercial real estate market has experienced significant volatility — first benefiting from a…
04.17.2025
This video is a recording of a live webinar held April 16 by Marquette’s research team analyzing the first quarter…
04.16.2025
As markets swirl and stagflation fears mount, what should investors do? Our newsletter…
04.07.2025
The global trade landscape has been significantly reshaped by a series of aggressive tariffs initiated by President Donald Trump. These…
02.13.2025
The new year brings a new political administration with fresh approaches and drastically different perspectives on topics ranging from immigration…
01.28.2025
As the real estate market evolves, alternative sectors are expected to drive significant growth in the coming years. Senior housing,…
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 >