The State of Real Estate: Is the Run Over?

April 30, 2015

Core real estate investments have done well over the past several years, with the benchmark NFI-ODCE returning 12.5% in 2014, its fifth consecutive yearly gain since the real estate recovery began in 2010. Investors may be wondering if this run can continue, or if it is time to pull back on their allocations to real estate. In this newsletter, we address these questions by examining critical drivers of the real estate market, such as performance, valuation, leverage, debt profiles, income, and capital flows.

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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.

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