The Dynamic Investment Landscape & Spectrum of Risk/Reward Options

  • Convergence of Events Creates Unique Opportunities
  • The pandemic accelerated behavioral changes driven by an aging Millennial and Baby Boomer populations
  • Stockpiled savings and over $5 trillion in stimulus are driving record retail sales as the economy reopens
  • Rapid delivery of vaccines is paving way for economic recovery and boost to commercial real estate
  • Strong Performing Properties Likely to Maintain Momentum
  • Behavioral trends boosted Self-Storage occupancy to all-time high; Unbundling of households likely to sustain trend
  • Stimulus has maintained high Apartment rent collections
  • Strong performing Industrial saw a modest rise in vacancy due to record big box warehouse construction
  • Opportunities Exist in All Property Types
  • Seniors and Student Housing are likely to bounce back as vaccinations bring students and residents back
  • Hotel occupancies have doubled from 25% last April
  • Well-performing single-tenant and necessity Retail and outdated malls ready for reuse provide various options