Research and Market Commentary

The Golden Gate Bridge poking out from a vast foreground of clouds with the city scape in the far background.

Mid-Quarter Economic Pulse: Q3 2026

Halfway through 2026, we believe the fog over the economy is beginning to lift.
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A row of single-family rental homes on a clean street.

Build-to-Rent Gets a Green Light in New Housing Legislation

We explore what this means for institutional investors.
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Buildings reflected off a glass building facade, creating a distorted and rippled visual effect.

House View H2 2026

We look at how the economy is performing, how it feels to consumers, and what that means for real estate.
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A green hedge maze

Mid-Quarter Economic Pulse: Q2 2026

Midway through Q2 2026, the economic backdrop continues to show mixed signals.
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Modern residential building against a blue sky

Public and Private Real Estate: An Institutional Investor’s Guide

Our latest research explores the differences in investing in public and private real estate.
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Population Growth Trends and the Impact on Multifamily Investments

Our latest research explores how changes in population growth drivers may affect household formation and multifamily demand.
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Busy highway system with the Washington monument looming in the background

Mid-Quarter Economic Pulse: Q1 2026

Our latest research explores what Q1 economic indicators mean for capital real estate strategy in 2026.
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A highway road elevated over a lake and winding out toward a lush green mountain range

House View H1 2026

We explore how the current environment may offer investors an improved basis, whether through existing portfolios or new allocations.
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